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Paul F Gassen

ST. Bernard Financial Services, Inc.

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About Paul F Gassen

Paul F. Gassen has been in the industry since May 28, 1993. Paul is currently registered with St. Bernard Financial Services, Inc. in Russellville, Arkansas. Paul previously worked at Royal Alliance Associates, Inc., First Independent Financial Services, Inc., Solid Financial Investment Services Corporaiton and Roosevelt Equity Corporation. Paul has several licenses and registrations including Series 63, Series 24, Series 99TO, SIE, and Series 7.

Firm Information

Paul Gassen is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Paul Gassen’s Registration & Firm History

AR

01/11/2021 - Present

ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)

OK

11/19/2015 - 12/31/2020

ROYAL ALLIANCE ASSOCIATES, INC. (EL RENO OK)

OK

12/01/2006 - 11/20/2015

FIRST INDEPENDENT FINANCIAL SERVICES, INC. (EL RENO OK)

OK

04/04/1997 - 11/30/2006

SOLID FINANCIAL INVESTMENT SERVICES CORPORAITON (EL RENO OK)

NY

05/19/1993 - 05/06/1997

ROOSEVELT EQUITY CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul F Gassen.
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