Unclaimed Profile

Brian Allen Kerber

PRASAD WEALTH PARTNERS, LLC·INDEPENDENCE, Ohio

SIE, Series 7, Series 66Clean record23 years registeredPRASAD WEALTH PARTNERS, LLC

6050 OAK TREE BLVD., INDEPENDENCE, OH 44131CRD# 4342797Firm CRD# 332507

Profile Verification

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

Identity

Brian Allen Kerber · INDEPENDENCE, OH

Registration

CRD #4342797 · PRASAD WEALTH PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

PRASAD WEALTH PARTNERS

Sep 2024 – present

REGAL INVESTMENT ADVISORS LLC

Oct 2023 – Sep 2024

Independence, OH

NATCITY INVESTMENTS, INC.

Jan 2006 – Feb 2006

CLEVELAND, OH

H&R BLOCK FINANCIAL ADVISORS, INC.

Jun 2003 – May 2004

SEVEN HILLS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 30, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRASAD WEALTH PARTNERS, LLC

CRD 332507 · SEC 801-130984

AUM

$475M

Regulatory assets under management

Employees

1,741 client accounts

Services offered by PRASAD WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRASAD WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Allen Kerber offer?

Brian Allen Kerber specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDEPENDENCE, Ohio for a consultation.

What are Brian Allen Kerber's credentials?

Brian Allen Kerber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Allen Kerber located?

Brian Allen Kerber is based in INDEPENDENCE, Ohio, working with PRASAD WEALTH PARTNERS, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.

How does Brian Allen Kerber charge for services?

Brian Allen Kerber's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRASAD WEALTH PARTNERS, LLC?

PRASAD WEALTH PARTNERS, LLC has approximately 10 employees and manages $475M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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