Unclaimed
Duane Bernt is a financial advisor currently registered with Stadion Money Management, LLC in Watkinsville, Georgia. Duane has been in the industry since 2000 and holds the Series 7 license. Duane has prior experience with Lincoln Financial Advisors Corporation and Lincoln Financial Distributors, Inc.. Duane is a Chartered Financial Analyst and specializes in retirement planning, financial planning, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Minimum account fees in conjunction with asset-based fees
1
2
GA
07/05/2013 - Present
Stadion Money Management, LLC (WATKINSVILLE GA)
PA
10/12/2010 - 09/27/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)
PA
05/01/2007 - 09/08/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
06/01/2007 - 10/25/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/07/2002 - 05/18/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/07/2002 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
12/31/2000 - 08/07/2002
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
02/25/2000 - 12/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/25/2000 - 12/31/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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