Duane L. Bernt

STADION MONEY MANAGEMENT

Watkinsville, GA 30677

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CRD#: 4013955

Professional summary

Duane Leo Bernt is a registered financial advisor currently at STADION MONEY MANAGEMENT, LLC located in Watkinsville, Georgia.

Duane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Duane has worked at 4 firms and has passed the Series 7 exam.

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.

5/12/2022 - Smart USA, a global retirement technology provider- not investment related - at reported business location. Start date of 5/12/2022 - 20 hours/monthly, 10 hours during trading hours. Serve as CEO providing Board of Directors and CEO duties for Smart USA. 2/9/2024 - Smart Managed Solutions, managed account provider - investment related - at reported business location. Start date of 2/9/2024 - 4 hours/monthly, 4 hours during trading hours. Serve as CEO. 2/9/2024 - Smart Retirement Solutions, a global retirement provider- not investment related - at reported business location. Start date of 2/9/2024 - 4 hours/monthly, 4 hours during trading hours. Serve as CEO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Duane Leo Bernt's CRS (Customer Relationship Summary).

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

July 5, 2013 - Present

STADION MONEY MANAGEMENT, LLC

Office #1: 1061 Cliff Dawson Rd, Watkinsville, GA 30677

RIA

CRD#: 112608

Watkinsville, GA

Past

October 12, 2010 - September 27, 2011

OSAIC FA, INC.

CRD#: 3978

RADNOR, PA

Past

June 1, 2007 - October 25, 2007

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

May 1, 2007 - September 8, 2010

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

August 7, 2002 - May 1, 2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

August 7, 2002 - May 18, 2007

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

December 31, 2000 - August 7, 2002

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

February 25, 2000 - December 31, 2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

February 25, 2000 - December 31, 2000

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STADION MONEY MANAGEMENT, LLC

CRD#: 112608 / SEC#: 801-45601

RIA

Registered Investment Advisory firm - (1/31/1994 Approved)

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

Georgia
(7/5/2013)

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

General Industry/Product Exam

Series 7

Date: 2/24/2000

General Securities Representative Examination

Current Firm

STADION MONEY MANAGEMENT, LLC

CRD#: 112608 / SEC#: 801-45601

RIA

Registered Investment Advisory firm - (1/31/1994 Approved)

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Contact information

Main Address

1061 Cliff Dawson Rd, Watkinsville, GA 30677

Mailing Address

Phone number

(706) 583-5144

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STADION WRAP FEE BROCHURE (11/25/2025)

STADION BROCHURE FORM ADV 2A (11/25/2025)

Regulatory assets under management

Total Number of Accounts	47,926
AUM (Assets Under Management)	$ 2,468,297,204

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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Duane L. Bernt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Duane Leo Bernt's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC FA, INC.

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

STADION MONEY MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 2/24/2000

Current Firm

STADION MONEY MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STADION MONEY MANAGEMENT, LLC

TRUST BUT VERIFY

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