Donald Arthur Bernard

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → Present
  Stifel Nicolaus & Co Inc
  Reno, NV

Previous Registrations

• 2006-07-24 → 2010-06-10
  Wells Fargo Clearing Services, Llc
  Reno, NV
  Reno, NV

Other Businesses

1.Estelle J. Kelsey Foundation; 5008 Lakeridge Terrace East Reno NV 89509; Self funded foundation providing help and assistance to worthy charities in Norther Nev. Does not engage in outside fundraising; Trustee; Charitable contributions; 05/01/2014; 1.00hr/month; Not During Securities Trading Hours; Investment-Related. 2. Renown Health; 50 W Liberty St, Reno, NV 89501; Health care; Board Member; Serve the community; 07/15/2021; 3 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 3. 890 Gentry LLC; 890 Gentry Way, Reno, NV 89502; Purchase to sell; owner; 04/28/2023; 1 Hour per Month; Not During Securities Trading Hours; Investment-Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-18
• S63 Uniform Securities Agent State Law Examination
  1988-05-02

Other Names

• Don Arthur Bernard
• Donald Arthur Bernard