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ST. BERNARD FINANCIAL SERVICES, INC.

RUSSELLVILLE, AR · CRD 36956 · IAPD ↗ · turnerfinancial.net · 479-967-1200

$136.2MRegulatory AUM
30Advisory reps
117Employees
0Clients
0Planning clients
0Private funds
40States
20Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2024 — ST. BERNARD FINANCIAL SERVICES, INC. added office(s): 23 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
May 2024 — ST. BERNARD FINANCIAL SERVICES, INC. notice-filed in KY, NJ, NV, SC, VT, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
May 2024 — ST. BERNARD FINANCIAL SERVICES, INC. grew from 23 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.