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Quincey T Bernard

Adamsbrown Wealth Consultants LLC

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About Quincey T Bernard

Quincey T Bernard is an investment advisor representative registered with Adamsbrown Wealth Consultants LLC. Quincey Bernard has been in the securities industry for over 4 years. The firm has offices in Overland Park and Wichita, Kansas. Quincey Bernard is licensed in Kansas.

Firm Information

Quincey Bernard is currently registered with Adamsbrown Wealth Consultants LLC. Adamsbrown Wealth Consultants LLC is a Wichita, Kansas-based registered investment advisor with approximately $880.9 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, pension and profit-sharing plans, and charitable organizations. They have a team of 9 licensed agents, 14 investment advisor representatives, and 11 registered representatives.
Adamsbrown Wealth Consultants LLC

358 N MAIN STREET

WICHITA, KS 67202

$880.94M

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Quincey Bernard’s Registration & Firm History

KS

08/23/2024 - Present

Adamsbrown Wealth Consultants LLC (OVERLAND PARK KS)

MO

12/05/2022 - 08/20/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELTON MO)

NE

06/12/2020 - 11/18/2021

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 12/03/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/05/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Quincey T Bernard.
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