Andrew Kerns, financial advisor Westerville OH

Andrew Kerns

CRD Number: 5617485
Current Firm: Accountable Financial Planning LLC

Andrew Kerns (CRD# 5617485) is an Investment Advisor Representative working at Accountable Financial Planning LLC in Westerville, OH and has 1 year of experience in the finance industry. Andrew Kerns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Accountable Financial Planning LLC Bellefontaine, OH Aug 2009 - Current 14

Andrew Kerns has no recent exams reported.
Contact Info for Andrew L. Kerns
Phone Number: 937-599-0012
Registered State(s):
  • OH
Current Firm Details
Accountable Financial Planning LLC
Firm's CRD Number: 151410
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

OH

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