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David Robert Kern

ADVANTAGE FINANCIAL PLANNING, INC.·HUNTERTOWN, Indiana
SIE, Series 6, Series 22, Series 26, Series 63ChFCClean record27 years registeredADVANTAGE FINANCIAL PLANNING, INC.
16616 LIMA ROAD, HUNTERTOWN, IN 46748CRD# 1210234Firm CRD# 115364

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Robert Kern · HUNTERTOWN, IN
Registration
CRD #1210234 · ADVANTAGE FINANCIAL PLANNING, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

CONCORDE ASSET MANAGEMENT, LLC
Dec 2014 – present
DAVID R. KERN ASSET MANAGEMENT
Jan 2012 – May 2012
HUNTERTOWN, IN
DAVID R. KERN ASSET MANAGEMENT
Mar 2005 – Dec 2008
HUNTERTOWN, IN
ATLAS CAPITAL MANAGEMENT CORP
Jan 1999 – Jul 2003
FORT WAYNE, IN
ADVANTAGE FINANCIAL PLANNING, INC.
Nov 1998 – Dec 2004
FORT WAYNE, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 22
Series 26
Series 63
Registration record
First registered · November 24, 1998
Years registered · 27
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADVANTAGE FINANCIAL PLANNING, INC.
CRD 115364 · SEC 801-62815
AUM
$13M
Regulatory assets under management
Employees
1
261 client accounts
Services offered by ADVANTAGE FINANCIAL PLANNING, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other advisory services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ADVANTAGE FINANCIAL PLANNING, INC. →
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05

Frequently Asked Questions

What services does David Robert Kern offer?
David Robert Kern specializes in Investment Management, Wealth Management. Contact their office in HUNTERTOWN, Indiana for a consultation.
What are David Robert Kern's credentials?
David Robert Kern holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Robert Kern located?
David Robert Kern is based in HUNTERTOWN, Indiana, working with ADVANTAGE FINANCIAL PLANNING, INC.. Their office serves clients in the HUNTERTOWN metropolitan area and surrounding communities.
How does David Robert Kern charge for services?
David Robert Kern's firm is compensated through percentage of aum, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVANTAGE FINANCIAL PLANNING, INC.?
ADVANTAGE FINANCIAL PLANNING, INC. has approximately 1 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
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