Bernie J. Manard

QVG

Alma, AR 72921

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CRD#: 1439858

Professional summary

Bernie Jerome Manard is a registered financial advisor currently at QVG, LLC located in Alma, Arkansas.

Bernie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Bernie has worked at 9 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) BUSINESS NAME: ACHEIVE FINANCIAL INDEPENDENCE INVESTMENT-RELATED?: YES BUSINESS ADDRESS: VAN BUREN, AR NATURE OF BUSINESS: HEALTH INSURANCE TITLE: PRINCIPAL START DATE: 04/1994 HRS/MO: 140 (100 DURING SECURITIES TRADING HOURS) DUTIES: PROVIDE GROUP HEALTH INSURANCE TO SMALL COMPANIES 2) Bernie Manard is a licensed insurance agent. Currently he does not offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. QVG, LLC always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any QVG, LLC representative in such individual's outside capacities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernie Jerome Manard's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 20, 2014 - Present

QVG, LLC

Office #1: 3319 Golf Course Dr., Alma, AR 72921

RIA

CRD#: 149388

Alma, AR

Past

February 17, 2014 - July 29, 2014

RIDGEWAY & CONGER, INC.

CRD#: 113055

FORT SMITH, AR

Past

December 1, 2000 - May 11, 2005

SECURITIES MANAGEMENT & RESEARCH, INC.

CRD#: 759

CEDAR RAPIDS, IA

Past

June 16, 1999 - November 6, 2000

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

March 11, 1998 - June 15, 1999

JOHN R. TAYLOR FINANCIAL GROUP, INC.

CRD#: 39312

BIRMINGHAM, AL

Past

September 7, 1994 - February 17, 1998

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

June 10, 1994 - September 1, 1994

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

May 18, 1988 - October 1, 1990

F & G SECURITIES, INC.

CRD#: 16364

Past

December 17, 1985 - April 29, 1989

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(12/19/2019)

IAR

Florida
(8/28/2025)

IAR

Illinois
(1/20/2014)

IAR

Texas
(1/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/17/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/30/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 2/17/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/15/2014

General Securities Principal Examination

Current Firm

QVG, LLC

CRD#: 149388 / SEC#:

Arkansas

Registered Investment Advisory firm - (1/15/2019 Approved)

Florida

Registered Investment Advisory firm - (8/28/2025 Approved)

Illinois

Registered Investment Advisory firm - (1/4/2010 Approved)

Texas

Registered Investment Advisory firm - (1/2/2020 Approved)

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Contact information

Main Address

Alma, AR

Mailing Address

Phone number

(479) 650-5448

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	237
AUM (Assets Under Management)	$ 87,229,187

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bernie J. Manard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernie Jerome Manard's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIDGEWAY & CONGER, INC.

SECURITIES MANAGEMENT & RESEARCH, INC.

INVEST FINANCIAL CORPORATION

JOHN R. TAYLOR FINANCIAL GROUP, INC.

LOCUST STREET SECURITIES, INC.

OSAIC FS, INC.

F & G SECURITIES, INC.

KIDDER, PEABODY & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 3/17/2014

Series 65

Date: 9/30/1994

Series 7

Date: 2/17/2014

Series 24

Date: 4/15/2014

Current Firm

QVG, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QVG, LLC

TRUST BUT VERIFY

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