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Deanna Joyce Harless

Bernard Wealth Management Corp.

Royal Oak, MI

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Current Employers
Bernard Wealth Management Corp.

360 N. Main St. Suite 430, Royal Oak, MI 48067 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-15
MI RA APPROVED 2025-01-01
  • TX RA
    APPROVED
    Since 2025-04-15
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

360 N. Main St. Suite 430, Royal Oak, MI 48067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America Inc. West Bloomfield MI 06/2016 02/2018
Bernard Wealth Management Corp. Birmingham MI 02/2018 04/2022
Creative Planning, Llc Overland Park KS 04/2022 03/2023
Bernard Wealth Management Royal Oak MI 03/2023 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-02
S63 Uniform Securities Agent State Law Examination 2008-04-03
  • S65 Uniform Investment Adviser Law Examination
    2018-04-02
  • S63 Uniform Securities Agent State Law Examination
    2008-04-03
Designations
Other Names
  • Deanna Joyce Walcott

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAND, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Westland, MI
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J.P. MORGAN SECURITIES LLC · WESTLAND, MI
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