David Dernbach

Employer firm

Bdl Wealth Management Pllc CRD 330196

$5.64M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2010 → Present
  Dernbach & Associates, Pllc
  Billings, MT
• 02/2024 → Present
  Bdl Wealth Management, Pllc
  Billings, MT

Other Businesses

Owner of CPA Firm. No commissions received. David Dernbach is an accountant and operates his own firm, Dernbach & Associates, PLLC, offering tax planning and other accounting services. From time to time, he will offer clients services from this firm. This creates a conflict of interest, because Mr. Dernbach has an incentive to recommend the services of Dernbach & Associates, PLLC to receive additional compensation. David Dernbach always acts in the best interest of the client, including when recommending the services of Dernbach & Associates, PLLC. Clients always have the right to decide whether to act on BDL's recommendation that the client engage an accountant and, if the client decides to act, they have the right to do so with the accountant of their choosing. 40 hours per month is spent on this activity. 10% of the time is devoted to other business during securities trading hours.

Designations

• Personal Financial Specialist