Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kern is a financial advisor registered with Concorde Asset Management, LLC. David is a registered Investment Advisor Representative with Concorde Asset Management, LLC with offices in Ann Arbor, MI and Huntertown, IN. David is also a registered representative with Concorde Asset Management, LLC. David has been a registered financial advisor since 1983 and has worked in the financial services industry for over 40 years. David has a broad range of experience and expertise, including financial planning, investment management, and insurance sales. David has also held positions with several other financial firms, including Questar Capital Corporation, Securities America, Inc., Fortis Investors, Inc., and Reliastar Financial Marketing Corp.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
MI
01/17/2024 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
IN
01/17/2002 - 08/17/2011
QUESTAR CAPITAL CORPORATION (HUNTERTOWN IN)
NE
04/23/1997 - 01/29/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/10/1990 - 05/13/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
WA
03/14/1990 - 12/15/1990
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
MN
11/18/1983 - 03/03/1990
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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