Duane
Bernt

Stadion Money Management, LLC

CRD#4013955
Investment Advisor
in Watkinsville, GA

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About this Advisor

Duane Bernt is a chartered financial analyst based out of Watkinsville, Georgia with a total of 10 years of relevant experience. Bernt currently works for Stadion Money Management, LLC. During their career, Bernt has held roles at Stadion Money Management and Smart Usa. Bernt is able to operate in Georgia. Stadion Money Management, LLC is a financial advisory firm that has its headquarters in Watkinsville, GA. It has $2 billion in total assets across its 48,708 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which services are offered. Fee types charged by Stadion Money Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1061 Cliff Dawson Rd
Watkinsville, GA 30677

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Stadion Money Management, LLC Brokerage Details

Total Assets Under Management

$2,046,953,608

GA Average: $3,570,121,308
Total Number of Employees

39

GA Average: 58
Total Number of Accounts

48,708

GA Average: 1,608
Average Account Size

$42,025

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Duane Bernt Work History

Duane has been registered as a financial advisor for 10 years.*

2022 - Present (2 years)

Smart Usa

2011 - Present (13 years)

Stadion Money Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Duane Bernt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stadion Money Management, LLC

Jason Hewell
Watkinsville, GA
Daniel Fay
North Andover, MA
Duane Bernt
Watkinsville, GA
Donald Mason
Watkinsville, GA
Michael Isaac
Watkinsville, GA
Ashley Reinhardt
Atlanta, GA
Clayton Fresk
Watkinsville, GA
Rachel Kilch
Watkinsville, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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