Deanna
Harless
Bernard Wealth Management Corp
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About this Advisor
Deanna Harless is a financial advisor based in Royal Oak, Michigan, working with Bernard Wealth Management Corp. Deanna has previously held positions at Centaurus Financial Inc, Securities America Inc, Future Benefits Corporation, Timothy Herbert Financial Group, Bernard Wealth Management Corp, Creative Planning, LLC, and Bernard Wealth Management. Deanna has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Deanna is part of Bernard Wealth Management Corp, which operates out of Royal Oak, Michigan. The firm has 1 office and 5 employees. The firm manages assets totaling $158.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Bernard Wealth Management Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bernard Wealth Management Corp Brokerage Details
$158,861,606
5
618
$257,058
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Deanna Harless Work History
Bernard Wealth Management
Creative Planning, LLC
Bernard Wealth Management Corp
Securities America Inc
Future Benefits Corporation
Centaurus Financial Inc
Timothy Herbert Financial Group
Disclosures
Please visit the SEC profile of Deanna Harless 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 Bernard Wealth Management Corp
Royal Oak, MI
Royal Oak, MI
Lone Tree, CO
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