David James Mannaioni
Investment adviser representative at ST. Bernard Financial Services, Inc.
21 yearsExperience
12 statesRegistered in
ChFC®, CFP® certificationDesignations
$136.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- ST. Bernard Financial Services, Inc.Nov 2016 to now
- College for Financial PlanningJun 2014 to now
- Success By Design, LLCAug 2005 to now
- Various Insurance Carriers for W&r Insurance AgenciesMar 2013 to Nov 2016
- Waddell & Reed, IncMar 2013 to Nov 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 12 states (AR, AZ, CA, CO, IA, IL, MO, NC, NE, OH, OR, TX).
ST. Bernard Financial Services, Inc.
$136.2MAssets managed
798Clients
30Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3009569
- Firm CRD
- 36956