Deanna J. Harless

BERNARD WEALTH MANAGEMENT

Royal Oak, MI 48067

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CRD#: 5321682

Professional summary

Deanna Joyce Harless, CFP®, who also goes by Deanna Joyce Walcott, is a registered financial advisor currently at BERNARD WEALTH MANAGEMENT CORP. located in Royal Oak, Michigan.

Deanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Deanna has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Deanna Joyce Walcott

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.

Tutor through Varsity Tutors; Rochester Hills, MI; not investment related; position is Tutor on an ad hoc basis; Approximately 8 hours per month/0 hours during trading; start date 6/15/22.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deanna Joyce Harless'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

June 21, 2023 - Present

BERNARD WEALTH MANAGEMENT CORP.

Office #1: 360 N. Main St. Suite 430, Royal Oak, MI 48067

RIA

CRD#: 159533

Royal Oak, MI

Past

April 20, 2022 - March 22, 2023

CREATIVE PLANNING

RIA

CRD#: 105348

Rochester Hills, MI

Past

September 18, 2018 - April 19, 2022

BERNARD WEALTH MANAGEMENT CORP.

RIA

CRD#: 159533

ROYAL OAK, MI

Past

June 24, 2016 - March 5, 2018

SECURITIES AMERICA, INC.

CRD#: 10205

WEST BLOOMFIELD, MI

Past

October 19, 2009 - September 11, 2014

CENTAURUS FINANCIAL, INC.

CRD#: 30833

AUBURN HILLS, MI

Past

August 16, 2007 - September 18, 2009

LPL FINANCIAL LLC

CRD#: 6413

BINGHAM FARMS, MI

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".

BERNARD WEALTH MANAGEMENT CORP.

CRD#: 159533 / SEC#: 801-119146

RIA

Registered Investment Advisory firm - (7/24/2020 Approved)

California

Registered Investment Advisory firm - (9/13/2020 Terminated)

Michigan

Registered Investment Advisory firm - (8/14/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(6/21/2023)

IAR

Texas
(4/15/2025)

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

IAR

Series 65

Date: 4/2/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/3/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2007

General Securities Representative Examination

Current Firm

BERNARD WEALTH MANAGEMENT CORP.

CRD#: 159533 / SEC#: 801-119146

RIA

Registered Investment Advisory firm - (7/24/2020 Approved)

California

Registered Investment Advisory firm - (9/13/2020 Terminated)

Michigan

Registered Investment Advisory firm - (8/14/2020 Terminated)

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Contact information

Main Address

360 N. Main St. Suite 430, Royal Oak, MI 48067

Mailing Address

Phone number

(248) 556-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BERNARD WEALTH MANAGEMENT FORM ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	788
AUM (Assets Under Management)	$ 278,366,122

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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Advisor Monitoring

Firm Stability Insights

Deanna J. Harless

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deanna Joyce Harless's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE PLANNING

BERNARD WEALTH MANAGEMENT CORP.

SECURITIES AMERICA, INC.

CENTAURUS FINANCIAL, INC.

LPL FINANCIAL LLC

Primary Firm SEC Registration

BERNARD WEALTH MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2018

Series 63

Date: 4/3/2008

SIE

Date: 3/5/2018

Series 7

Date: 8/15/2007

Current Firm

BERNARD WEALTH MANAGEMENT CORP.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERNARD WEALTH MANAGEMENT CORP.

TRUST BUT VERIFY

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