David KernCRD Number: 1210234
Current Firm: Concorde Asset Management, LLC
David Kern (CRD# 1210234) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Fort Wayne, IN and has over 33 years of experience in the finance industry.
Ami Investment Management Inc.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Concorde Asset Management, LLC||Fort Wayne, IN||Dec 2014 - Current||2|
|Concorde Investment Services||Troy, MI||Aug 2011 - Current||5|
|Advantage Financial Planning||Ft. Wayne, IN||Mar 1987 - Current||29|
|Questar Capital Corporation||Minneapolis, MN||Jan 2002 - Aug 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
Total Assets Under Management236MILLIONS
Total Number of Accounts2,048ACCOUNTS
Average Account Value$114,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI