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Duane Leo Bernt

STADION MONEY MANAGEMENT, LLC·WATKINSVILLE, Georgia
Series 7CFAClean record13 years registeredSTADION MONEY MANAGEMENT, LLC
1061 CLIFF DAWSON RD, WATKINSVILLE, GA 30677CRD# 4013955Firm CRD# 112608

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Duane Leo Bernt · WATKINSVILLE, GA
Registration
CRD #4013955 · STADION MONEY MANAGEMENT, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

STADION MONEY MANAGEMENT, LLC
Jul 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · July 5, 2013
Years registered · 13
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STADION MONEY MANAGEMENT, LLC
CRD 112608 · SEC 801-45601
AUM
$2.3B
Regulatory assets under management
Employees
42
50,984 client accounts
Services offered by STADION MONEY MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at STADION MONEY MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Duane Leo Bernt offer?
Duane Leo Bernt specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WATKINSVILLE, Georgia for a consultation.
What are Duane Leo Bernt's credentials?
Duane Leo Bernt holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Duane Leo Bernt located?
Duane Leo Bernt is based in WATKINSVILLE, Georgia, working with STADION MONEY MANAGEMENT, LLC. Their office serves clients in the WATKINSVILLE metropolitan area and surrounding communities.
How does Duane Leo Bernt charge for services?
Duane Leo Bernt's firm is compensated through percentage of aum, other: minimum account fees in conjunction with asset-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STADION MONEY MANAGEMENT, LLC?
STADION MONEY MANAGEMENT, LLC has approximately 42 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STADION MONEY MANAGEMENT, LLC

Christopher Todd Lacey
WATKINSVILLE, GA
Bradley Adam Thompson
WATKINSVILLE, GA
David Allen Lacusky
WATKINSVILLE, GA
Michael David Isaac
WATKINSVILLE, GA
Judson Philip Doherty
WATKINSVILLE, GA
CFA

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