Quincey Thomas Bernard

Employer firm

Adamsbrown Wealth Consultants LLC CRD 308410

$1.12B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2020 → 11/2021
  Td Ameritrade
  Omaha, NE
• 05/2019 → 08/2019
  Resourcepro
  Qingdao
• 08/2017 → 05/2018
  University Of Nebraska - Lincoln
  Lincoln, NE
• 12/2022 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Belton, MO
• 08/2024 → Present
  Adamsbrown Wealth Consultants Llc
  Overland Park, KS
• 08/2016 → 12/2019
  University Of Nebraska - Lincoln
  Lincoln, NE
• 01/2020 → 03/2020
  Unemployed
  Omaha, NE
• 08/2014 → 08/2017
  Full-Time Student
  Lincoln, NE
• 12/2021 → 10/2022
  Unemployed
  Omaha, NE

Previous Registrations

• 2022-12-09 → 2024-08-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Belton, MO
  New York, NY
  Belton, MO

Exams

• S66 Uniform Combined State Law Examination
  2022-12-03
• S63 Uniform Securities Agent State Law Examination
  2020-07-27

Other Names

• Quincey Thomas Bernard
• Quincey T Bernard