Mitchell Bernards

Current Employers

Pivotal Wealth And Tax

141 Fillmore St W, Preston, MN 55965 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2025-06-24

MN RA
APPROVED

Since 2025-06-24

Branch Locations

3600 American Blvd W Ste 425, Bloomington, MN 55431 • United States

141 Fillmore St W, Preston, MN 55965 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Student	Winona	MN	09/2015	08/2018
Epa	Plymouth	MN	09/2018	06/2019
Bankers Life	Eagan	MN	08/2019	06/2020
Integrity Llc/ Heartland Retirement Group	Bloomington	MN	07/2020	Present
Pivotal Wealth And Tax Llc	Bloomington	MN	06/2025	Present

09/2015 → 08/2018

Student

Winona, MN
09/2018 → 06/2019

Epa

Plymouth, MN
08/2019 → 06/2020

Bankers Life

Eagan, MN
07/2020 → Present

Integrity Llc/ Heartland Retirement Group

Bloomington, MN
06/2025 → Present

Pivotal Wealth And Tax Llc

Bloomington, MN

Other Businesses

Life/Health Insurance Broker, paid commissions through Integrity LLC as a part of American Senior Benefits for soliciting life/health insurance products.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-12

S65 Uniform Investment Adviser Law Examination

2025-04-12

Other Names

Mitchell Gerard Bernards

View on SEC IAPD