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Alma, AR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-28 |
| TX | RA | APPROVED | 2020-01-02 |
| AR | RA | APPROVED | 2019-12-19 |
| IL | RA | APPROVED | 2014-01-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Achieve Financial Independence | Van Buren | AR | 04/1994 | 12/2019 |
| Qvg, Llc | Naperville | IL | 01/2014 | Present |
| Longboat Key Distributors, Inc. | Van Buren | AR | 01/2016 | 01/2018 |
1) BUSINESS NAME: ACHEIVE FINANCIAL INDEPENDENCE INVESTMENT-RELATED?: YES BUSINESS ADDRESS: VAN BUREN, AR NATURE OF BUSINESS: HEALTH INSURANCE TITLE: PRINCIPAL START DATE: 04/1994 HRS/MO: 140 (100 DURING SECURITIES TRADING HOURS) DUTIES: PROVIDE GROUP HEALTH INSURANCE TO SMALL COMPANIES 2) Bernie Manard is a licensed insurance agent. Currently he does not offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. QVG, LLC always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any QVG, LLC representative in such individual's outside capacities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-30 |
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