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QB

Quincey T. Bernard

ADAMSBROWN WEALTH CONSULTANTS
OVERLAND PARK, KS 66211
CRD#: 7248228
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QB
Quincey Thomas BernardADAMSBROWN WEALTH CONSULTANTS

Professional summary

Quincey Thomas Bernard, who also goes by Quincey T Bernard, Quincey Thomas Bernard, is a registered financial advisor currently at ADAMSBROWN WEALTH CONSULTANTS LLC located in Overland Park, Kansas.

Quincey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Quincey has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Quincey T Bernard | Quincey Thomas Bernard

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 Quincey Thomas Bernard'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

August 23, 2024 - Present

ADAMSBROWN WEALTH CONSULTANTS LLC

Office #1: 6450 Sprint Parkway 110, Overland Park, KS 66211
RIA
CRD#: 308410
OVERLAND PARK, KS
Past

December 9, 2022 - August 20, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BELTON, MO
Past

December 5, 2022 - August 20, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BELTON, MO
Past

June 12, 2020 - November 18, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE

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".
AW
ADAMSBROWN WEALTH CONSULTANTS LLC
ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA
Registered Investment Advisory firm - (5/7/2020 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
Kansas
(8/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/3/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/27/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/11/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/5/2020
Securities Industry Essentials Examination

Current Firm

AW
ADAMSBROWN WEALTH CONSULTANTS LLC
ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA
Registered Investment Advisory firm - (5/7/2020 Approved)
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Contact information

Main Address
358 N Main Street Suite 100, Wichita, KS 67202
Mailing Address
Phone number
(316) 262-6578
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADAMSBROWN DISCLOSURE BROCHURE AND PRIVACY POLICY (2/11/2026)

Regulatory assets under management

Total Number of Accounts5,018
AUM (Assets Under Management)$ 1,121,047,762

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

ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410Overland Park, KS 66211

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