Deanna Joyce Harless
Investment adviser representative at Bernard Wealth Management Corp.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$314.2MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bernard Wealth Management Corp.Mar 2023 to now
- Creative Planning, LLCApr 2022 to Mar 2023
- Bernard Wealth Management Corp.Feb 2018 to Apr 2022
- Securities America Inc.Jun 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Bernard Wealth Management Corp.
$314.2MAssets managed
337Clients
3Advisers
6 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
- 5321682
- Firm CRD
- 159533