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professional profile

Steven Harold Berner, CFP

IAR Birmingham, MI CRD 2400702 Last verified October 2026

Overview

Steven Harold Berner is an investment adviser representative based in Birmingham, MI, with 33 years in the industry.

Years in the industry
33
States registered
1
Exams passed
2
Current firms
1

Contact

2 business emails and 1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 63
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 2006

Book and practice

Firm assets under management on file

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