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DB

Duane L. Bernt

STADION MONEY MANAGEMENT
Watkinsville, GA 30677
Some features on this profile are disabled
CRD#: 4013955
DB

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.
The advisor shows no other business activity.

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.

BD
CRD#: 3978
RADNOR, PA
Past

June 1, 2007 - October 25, 2007

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

May 1, 2007 - September 8, 2010

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

August 7, 2002 - May 1, 2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

August 7, 2002 - May 18, 2007

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

December 31, 2000 - August 7, 2002

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

February 25, 2000 - December 31, 2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

February 25, 2000 - December 31, 2000

OSAIC FA, INC.

BD
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".
SM
STADION MONEY MANAGEMENT, LLC
PERSONAL MUTUAL FUND MANAGEMENT | STADION MONEY MANATEMENT, INC. | STADION MONEY MANAGEMENT, LLC | STADION MONEY MANAGEMENT, INC. | STADION | PMFM INC | PERSONAL MUTUAL FUND MANAGEMENT/401K TOOLBOX

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)

Exams

General Industry/Product Exam
RR
Series 7
Date: 2/24/2000
General Securities Representative Examination

Current Firm

SM
STADION MONEY MANAGEMENT, LLC
PERSONAL MUTUAL FUND MANAGEMENT | STADION MONEY MANATEMENT, INC. | STADION MONEY MANAGEMENT, LLC | STADION MONEY MANAGEMENT, INC. | STADION | PMFM INC | PERSONAL MUTUAL FUND MANAGEMENT/401K TOOLBOX

CRD#: 112608 / SEC#: 801-45601

RIA
Registered Investment Advisory firm - (1/31/1994 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
39

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STADION WRAP FEE BROCHURE (3/16/2026)
STADION BROCHURE FORM ADV 2A (3/16/2026)

Regulatory assets under management

Total Number of Accounts49,626
AUM (Assets Under Management)$ 2,688,655,028

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.

Company Information

STADION MONEY MANAGEMENT, LLC

CRD#: 112608Watkinsville, GA 30677

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