linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dean Bradley Kernus

Orin Green Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dean? Claim Your Profile

About Dean Bradley Kernus

Dean Bradley Kernus is a financial advisor registered with Orin Green Financial, LLC. Dean has been working in the financial services industry since May 2003. Dean holds the Series 63, 65, 7, 31, and SIE licenses. Dean has been a Certified Financial Planner since May 2003. Dean has experience working with both individuals and high-net-worth individuals. Dean is based in San Diego, California.

Firm Information

Dean Kernus is currently registered with Orin Green Financial, LLC. Orin Green Financial, LLC is an investment advisor headquartered in San Diego, California. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and charitable organizations. The firm has a total of 825 accounts with $408,742,848 in regulatory assets under management.
Orin Green Financial, LLC

9820 WILLOW CREEK ROAD

SAN DIEGO, CA 92131

$408.74M

Assets Under Management

1

Total Clients

3

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dean Kernus’s Registration & Firm History

CA

07/28/2022 - Present

Orin Green Financial, LLC (SAN DIEGO CA)

CA

08/03/2016 - 12/21/2016

AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)

NY

10/02/2007 - 12/09/2008

SEIDMAN PRIVATE SECURITIES LLC (NEW YORK NY)

CA

05/19/2003 - 10/08/2007

CITIGROUP GLOBAL MARKETS INC. (RANCHO BERNARDO CA)

Not sure if Dean Bradley Kernus is right for you?

Licenses & Designations

BC

Issued 09/20/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/23/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2016

Series 7 - General Securities Representative Examination

BC

Issued 05/15/2007

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Dean Bradley Kernus. Review regulatory record here.
Not sure if Dean Bradley Kernus is right for you?