Bernard Baran

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2019 → 11/2022
  Stillwater Wealth Management
  Jacksonville, FL
• 12/2018 → 10/2019
  Retired
  Port Orange, FL
• 01/2010 → 11/2018
  Maple Leaf Nutrition Llc
  Port Orange, FL
• 08/2020 → 03/2024
  Avantax Investment Services, Inc.
  Jacksonville, FL
• 08/2020 → 03/2024
  Avantax Advisory Services
  Jacksonville, FL
• 11/2019 → Present
  Stillwater Wealth Management, Inc.
  Jacksonville, FL
• 03/2024 → Present
  Lpl Financial Llc
  Jacksonville, FL

Previous Registrations

• 2020-09-22 → 2024-03-09
  Avantax Advisory Services
  Jacksonville, FL

Other Businesses

1- 02/2024 / Stillwater Wealth Management, Inc / DBA for LPL Business (entity for LPL business) / Investment Related / At Reported Business Location(s) / Start Date: 11/01/2019 / 60 hrs mth 2- 02/2024 / Chown Financial Solutions / DBA for LPL Business (entity for LPL business) / Inv Rel - At Reported Business Location(s) - Start: 08/2020

Exams

• S66 Uniform Combined State Law Examination
  2020-09-04