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David Robert Kern

ADVANTAGE FINANCIAL PLANNING, INC.·HUNTERTOWN, Indiana
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16616 LIMA ROAD, HUNTERTOWN, IN 46748CRD# 1210234Firm CRD# 115364
01

About

David Robert Kern is a registered financial advisor based in HUNTERTOWN, Indiana, affiliated with ADVANTAGE FINANCIAL PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ADVANTAGE FINANCIAL PLANNING, INC.
DAVID R. KERN ASSET MANAGEMENT
AUM
$13M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ADVANTAGE FINANCIAL PLANNING, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other advisory services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR/REFERRAL FEES
Regulatory
SEC/IARD CRD# 1210234
Firm CRD# 115364
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
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Research
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