Ronald A Bernstein

Current Employers

Employment History

• 09/2005 → 11/2017
  Minnesota Life Ins Co
  St Paul, MN
• 09/2005 → 11/2017
  Securian Financial Services, Inc,
  St Paul, MN
• 07/2006 → 11/2017
  Gcg Ins Brokerage
  Bannockburn, IL
• 01/2015 → 11/2017
  Gcg Financial, Llc
  Deerfield, IL
• 11/2017 → 12/2017
  Alera Investment Advisors, Llc
  Deerfield, IL
• 01/2018 → Present
  Prism Planning Partners, Llc
  Deerfield, IL

Previous Registrations

• 2017-11-07 → 2018-01-02
  Alera Investment Advisors, Llc
  Deerfield, IL
• 2005-11-10 → 2017-11-02
  Securian Financial Services, Inc.
  Deerfield, IL
  Bannockburn, IL

Other Businesses

*NATIONAL MULTIPLE SCLEROSIS SOCIETY, CHICAGO, IL; NON-INVEST. RELATED; SECRETARY OF THE EXECUTIVE BOARD OF TRUSTEES AND MEMBER OF THE AUDIT COMMITTEE; 02/2007 TO PRESENT; 5 HRS/MNTH WITH 5 HRS/MNTH DURING TRADING HRS. Mr. Bernstein is also the owner of 321 S. Milwaukee LLC, a non-investment-related entity that owns/manages an office building. This entity was established in November 2018. Mr. Bernstein devotes approximately 3 hours per month to this venture, none of which are during trading hours. MR. BERNSTEIN OWNS SHARES IN A PRIVATE PLACEMENT ISSUED ALERA GROUP HOLDINGS, INC. AND ALERA GROUP, INC. THIS IS A PASSIVE INVESTMENT.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-11

Designations

Other Names

• Ronald Bernstein