Kernodle & Katon Tax And Asset Management Group

Kernodle & Katon Tax And Asset Management Group (CRD# 165374) is a financial advisory firm headquartered in Searcy, AR. They manage $162,250,846 in 893 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    893
    ACCOUNTS
  • Average Account Value
    $181,692
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, LA, MO, NE, TX

Financial Advisors at Kernodle & Katon Tax And Asset Management Group
Showing 1 - 6 of 6 top financial advisors.
1
Alana C. Green
CRD#: 4866914
4085 N Saint Louis, Batesville, AR 72501
93
Wealthminder
score

Alana Green (CRD# 4866914) is an Investment Advisor Representative working at Kernodle & Katon Tax And Asset Management Group in Batesville, AR and has over 12 years of experience in the finance industry.

2
Benjamin S. Katon
CRD#: 2754006
515 S. Main Street, Searcy, AR 72143
93
Wealthminder
score

Benjamin Katon (CRD# 2754006) is an Investment Advisor Representative working at Kernodle & Katon Tax And Asset Management Group in Searcy, AR and has over 20 years of experience in the finance industry.

3
Jeffery L. Kernodle
CRD#: 2948482
515 S. Main Street, Searcy, AR 72143
93
Wealthminder
score

Jeffery Kernodle (CRD# 2948482) is an Investment Advisor Representative working at Kernodle & Katon Tax And Asset Management Group in Searcy, AR and has over 20 years of experience in the finance industry.

4
Bryan W. Duke
CRD#: 6129759
515 S. Main Street, Searcy, AR 72143
90
Wealthminder
score

Bryan Duke (CRD# 6129759) is an Investment Advisor Representative working at Kernodle & Katon Tax And Asset Management Group in Searcy, AR and has over 4 years of experience in the finance industry.

5
William Anderson
CRD#: 6321910
515 S. Main Street, Searcy, AR 72143
89
Wealthminder
score

William Anderson (CRD# 6321910) is an Investment Advisor Representative working at Kernodle & Katon Tax And Asset Management Group in Searcy, AR and has over 3 years of experience in the finance industry.

6
Ellis M. Sloan
CRD#: 1161247
515 S. Main Street, Searcy, AR 72143
76
Wealthminder
score

Ellis Sloan (CRD# 1161247) is an Investment Advisor Representative working at Kernodle & Katon Tax And Asset Management Group in Searcy, AR and has over 34 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.