St. Bernard Financial Services, Inc.

St. Bernard Financial Services, Inc. (CRD# 36956) is a financial advisory firm headquartered in Russellville, AR. They manage $55,300,209 in 325 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $170,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, FL, LA, MO, NC, OK

Financial Advisors at St. Bernard Financial Services, Inc.
Showing 1 - 10 of 20 top financial advisors.
1
Diana L. Holmes
CRD#: 2669998
1609 West Main St, Russellville, AR 72801
96
Wealthminder
score

Diana Holmes (CRD# 2669998) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Russellville, AR and has over 21 years of experience in the finance industry. Diana Holmes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David J. Bartee
CRD#: 1404262
6218 Lweis St, Suite 103, Tulsa, OK 74136
93
Wealthminder
score

David Bartee (CRD# 1404262) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Tulsa, OK and has over 24 years of experience in the finance industry.

3
Adam K. Brown
CRD#: 4905935
1609 West Main St., Russellville, AR 72801
93
Wealthminder
score

Adam Brown (CRD# 4905935) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Russellville, AR and has over 12 years of experience in the finance industry.

4
Kathryn D. Carroll
CRD#: 1680266
Searcy, AR
93
Wealthminder
score

Kathryn Carroll (CRD# 1680266) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Searcy, AR and has over 28 years of experience in the finance industry.

5
Windell W. Cullers
CRD#: 1303836
130a North College, Fayetteville, AR 72701
93
Wealthminder
score

Windell Cullers (CRD# 1303836) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Fayetteville, AR and has over 33 years of experience in the finance industry.

6
Dan R. Kessler
CRD#: 1990743
206 So 2nd St, Suite B, Rogers, AR 72756
93
Wealthminder
score

Dan Kessler (CRD# 1990743) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Rogers, AR and has over 21 years of experience in the finance industry.

7
Phillip L. Lay
CRD#: 2999223
Little Rock, AR
93
Wealthminder
score

Phillip Lay (CRD# 2999223) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Little Rock, AR and has over 19 years of experience in the finance industry.

8
Melia A. Menzies
CRD#: 5538104
453 Rock Creek Rd., Hot Springs National Park, AR 71913
93
Wealthminder
score

Melia Menzies (CRD# 5538104) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Hot Springs National Park, AR and has over 9 years of experience in the finance industry.

9
James D. Orgeron
CRD#: 5427034
Kenner, LA
93
Wealthminder
score

James Orgeron (CRD# 5427034) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Kenner, LA and has over 10 years of experience in the finance industry.

10
Lee E. Taylor
CRD#: 4140039
Kansas City, MO
93
Wealthminder
score

Lee Taylor (CRD# 4140039) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Kansas City, MO and has over 9 years of experience in the finance industry.

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