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Andrew Wayne Kern

Vicus Capital, Inc.

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About Andrew Wayne Kern

Andrew Kern is a financial advisor with Vicus Capital, Inc. based in Camp Hill, PA. Andrew has over 17 years of experience in the financial services industry. Andrew is registered with FINRA as a registered representative. Andrew is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). Andrew specializes in financial planning, portfolio management, and retirement planning. Andrew’s clients include individuals, families, and businesses. Andrew is committed to providing his clients with personalized financial advice that meets their individual needs.

Firm Information

Andrew Kern is currently registered with Vicus Capital, Inc.. Vicus Capital, Inc. is an investment advisor based in STATE COLLEGE, PA, with 67 licensed agents and 87 investment advisor representatives. They advise individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has over $2 billion in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services.
Vicus Capital, Inc.

476 ROLLING RIDGE DRIVE

STATE COLLEGE, PA 16801

$2.25B

Assets Under Management

297

Total Clients

73

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Kern’s Registration & Firm History

PA

12/06/2022 - Present

Vicus Capital, Inc. (Camp Hill PA)

PA

10/28/2016 - 09/11/2018

LPL FINANCIAL LLC (HARRISBURG PA)

PA

05/20/2013 - 11/05/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (HARRISBURG PA)

PA

06/23/2005 - 05/22/2013

AMERIPRISE FINANCIAL SERVICES, INC. (CAMP HILL PA)

MN

06/23/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/27/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Wayne Kern.
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