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Duane Leo Bernt

Stadion Money Management, LLC

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About Duane Leo Bernt

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.

Firm Information

Duane Bernt is currently registered with Stadion Money Management, LLC. Stadion Money Management, LLC is an investment advisor based in Watkinsville, Georgia. They provide portfolio management services to individuals, businesses, and pooled investment vehicles. Stadion Money Management, LLC has over 50,984 accounts with approximately $2.33 billion in regulatory assets under management. They participate in wrap fee programs and are registered with the SEC under the number 801-45601.
Stadion Money Management, LLC

1061 CLIFF DAWSON RD

WATKINSVILLE, GA 30677

$2.33B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Minimum account fees in conjunction with asset-based fees

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Duane Bernt’s Registration & Firm History

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)

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Licenses & Designations

BC

Issued 02/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Duane Leo Bernt.
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