Unclaimed Profile

Stephen Marshall Kerns

KMS INVESTMENT SERVICES, LLC·KENTWOOD, Michigan

KMS INVESTMENT SERVICES, LLC

2687 44TH ST. SE, KENTWOOD, MI 49512CRD# 1687032Firm CRD# 168851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Marshall Kerns · KENTWOOD, MI

Registration

CRD #1687032 · KMS INVESTMENT SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Stephen Marshall Kerns is a registered financial advisor based in KENTWOOD, Michigan, affiliated with KMS INVESTMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

KMS INVESTMENT SERVICES, LLC

BRIGHT OWL INVESTMENT ADVISORS

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Other

Background

Compensation

Other: SOLICITOR FEES FOR CLIENT REFERRALS

Regulatory

SEC/IARD CRD# 1687032

Firm CRD# 168851

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Frequently Asked Questions

What services does Stephen Marshall Kerns offer?

Stephen Marshall Kerns is a registered financial advisor in KENTWOOD, Michigan. Contact their office for details on services offered.

What are Stephen Marshall Kerns's credentials?

Stephen Marshall Kerns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Marshall Kerns located?

Stephen Marshall Kerns is based in KENTWOOD, Michigan, working with KMS INVESTMENT SERVICES, LLC. Their office serves clients in the KENTWOOD metropolitan area and surrounding communities.

How does Stephen Marshall Kerns charge for services?

Stephen Marshall Kerns's firm is compensated through other: solicitor fees for client referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KMS INVESTMENT SERVICES, LLC?

KMS INVESTMENT SERVICES, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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