Donald KuernerCRD Number: 1871749
Current Firm: Hornor, Townsend & Kent, Inc.
Donald Kuerner (CRD# 1871749) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Marlborough, CT and has over 23 years of experience in the finance industry.
Sagepoint Financial, Inc.
Ameriprise Financial Services, Inc.
|Hornor Townsend & Kent Inc.||Horsham, PA||Oct 2011 - Current||5|
|Penn Mutual Life Ins Co||Horsham, PA||Apr 2010 - Current||6|
|National Planning Corporation||Glastonbury, CT||Apr 2003 - Sep 2011||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1992|
|S65||NASAA Investment Advisors Law Examination||Jan 2001|
Total Assets Under Management1,000MILLIONS
Total Number of Accounts3,542ACCOUNTS
Average Account Value$282,463
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV