David Mannaioni, financial advisor Russellville AR
96 score

David Mannaioni

CRD Number: 3009569
Current Firm: St. Bernard Financial Services, Inc.

David Mannaioni (CRD# 3009569) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Russellville, AR and has over 17 years of experience in the finance industry. David Mannaioni 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.

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Professional Designations
Company Name Location Dates Years
College For Financial Planning Centennial, CO Jun 2014 - Current 3
Success By Design, LLC Centennial, CO Aug 2005 - Current 12
Waddell & Reed, Inc. Denver, CO Mar 2013 - Nov 2016 3
Various Insurance Carriers For W&r Insurance Agencies Centennial, CO Mar 2013 - Nov 2016 3
Colonial Life Centennial, CO May 2011 - Jun 2014 3
Transamerica Financial Advisors Greenwood Village, CO Apr 2012 - Mar 2013 < 1
World Financial Group Colorado Springs, CO Jul 2010 - Apr 2012 1
Investment Advisor International Greenwood Village, CO Sep 2010 - Dec 2010 < 1
World Group Securities Greenwood, CO Aug 2010 - Dec 2010 < 1
Colorado Tech. Colorago Springs, CO May 2009 - Aug 2010 1
Colonial Colorado Springs, CO May 2008 - Aug 2010 2
New England Life Insurance Co Colorado Springs, CO Jun 2006 - Jul 2010 4
New England Securities Boston, MA Jun 2006 - Jul 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Contact Info for David J. Mannaioni
Phone Number: 479-967-1200
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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