ADVANTAGE FINANCIAL PLANNING, INC.

DAVID R. KERN ASSET MANAGEMENT
HUNTERTOWN, Indiana·1 registered advisor·CRD# 115364
SEC# 801-62815260-637-1019
01

Firm Overview

AUM
$13M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other advisory services
Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR/REFERRAL FEES
03

Specialties

Investment ManagementWealth Management
04

Advisors at ADVANTAGE FINANCIAL PLANNING, INC.

1 registered advisor
David Robert Kern
HUNTERTOWN, Indiana
05

Office Locations

HUNTERTOWN, Indiana
1 advisor

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Data sourced from SEC Form ADV filings. ADVANTAGE FINANCIAL PLANNING, INC. (CRD# 115364) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.