CRD: 36956
St. Bernard Financial Services, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-31-1994
- Office Locations
- 40
Office Locations
About St. Bernard Financial Services, Inc.
St. Bernard Financial Services, Inc. is a Russellville, AR-based retail wealth firm and FINRA/SIPC member providing financial and investment planning, portfolio construction and asset allocation, retirement, tax and estate planning, and insurance solutions. Investment implementation emphasizes ETFs alongside mutual funds and fixed income exposures, appealing to distribution teams seeking ETF usage within a broker-dealer framework.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK EDWARD CELI
Financial Advisor, Options Principal
- CRD
- #1676074
- Ownership
- Less than 5%
SHARON JANE DYER
Muni Principal, President
- CRD
- #1456415
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Rhamy Alejeal
Chief Executive Officer
- CRD
- #6465712
John Danton Alstadt
--
- CRD
- #1086555
Showing 2 of 106 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $136,237,104 | $170,723 |
| Total | $136,237,104 | $170,723 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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