Phil Galen Ward
Investment adviser representative at ST. Bernard Financial Services, Inc.
49 yearsExperience
4 statesRegistered in
PFSDesignation
$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
49 years in the industry.
- ST. Bernard Financial Services, Inc.Oct 2015 to now
- dba Ward Financial Services, LLCDec 2004 to now
- Tax Depot, LLCNov 2004 to now
- Ward & Company, PllcJan 1977 to now
- Ward & Fowler, LLCSep 2000 to Dec 2020
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 4 states (KS, MO, OK, 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
- 4141511
- Firm CRD
- 36956