Deanna Joyce Harless

Employer firm

Bernard Wealth Management Corp. CRD 159533

$314M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2016 → 02/2018
  Securities America Inc.
  West Bloomfield, MI
• 02/2018 → 04/2022
  Bernard Wealth Management Corp.
  Birmingham, MI
• 04/2022 → 03/2023
  Creative Planning, Llc
  Overland Park, KS
• 03/2023 → Present
  Bernard Wealth Management
  Royal Oak, MI

Previous Registrations

• 2022-04-20 → 2023-03-22
  Creative Planning
  Rochester Hills, MI
  Overland Park, KS
• 2018-09-18 → 2022-04-19
  Bernard Wealth Management Corp.
  Royal Oak, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-02
• S63 Uniform Securities Agent State Law Examination
  2008-04-03

Designations

• Certified Financial Planner

Other Names

• Deanna Joyce Walcott