Duane Leo Bernt

Employer firm

Stadion Money Management, LLC CRD 112608

$2.69B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• INVESTMENT LINEUP SELECTION AND MONITORING FOR RETIREMENT PLANS

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

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

Current Employers

Employment History

• 09/2011 → Present
  Stadion Money Management
  Watkinsville, GA
• 05/2022 → Present
  Smart Usa
  Nashville, TN
• 02/2024 → Present
  Smart Managed Solutions
  Nashville, TN
• 02/2024 → Present
  Smart Retirement Solutions
  Nashville, TN

Other Businesses

5/12/2022 - Smart USA, a global retirement technology provider- not investment related - at reported business location. Start date of 5/12/2022 - 20 hours/monthly, 10 hours during trading hours. Serve as CEO providing Board of Directors and CEO duties for Smart USA. 2/9/2024 - Smart Managed Solutions, managed account provider - investment related - at reported business location. Start date of 2/9/2024 - 4 hours/monthly, 4 hours during trading hours. Serve as CEO. 2/9/2024 - Smart Retirement Solutions, a global retirement provider- not investment related - at reported business location. Start date of 2/9/2024 - 4 hours/monthly, 4 hours during trading hours. Serve as CEO.

Designations

• Chartered Financial Analyst