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Brian Allen Kerber

PRASAD WEALTH PARTNERS, LLC·INDEPENDENCE, Ohio
Unclaimed Profile
6050 OAK TREE BLVD., INDEPENDENCE, OH 44131CRD# 4342797Firm CRD# 332507
01

About

Brian Allen Kerber is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with PRASAD WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRASAD WEALTH PARTNERS, LLC
PRASAD WEALTH PARTNERS
AUM
$475M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PRASAD WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4342797
Firm CRD# 332507
2 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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