Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Konrad? Claim Your ProfileKonrad Kern is an investment advisor representative with Adero Partners, LLC and Media Wealth. Konrad Kern has been active in the financial services industry for over 9 years. Konrad Kern is licensed and registered in California and Oregon and has a Series 65 license. Konrad Kern is committed to providing clients with personalized financial planning and investment management services. Konrad Kern specializes in working with high-net-worth individuals, corporations and charitable organizations. Konrad Kern's services include financial planning, portfolio management, cash management and insurance solutions. Konrad Kern's firm, Adero Partners, LLC, manages over $4 billion in assets.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance solutions, cash management solutions
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.
Revenue sharing with our affiliate, focus risk solutions
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CA
07/02/2019 - Present
Adero Partners, LLC (Beverly Hills CA)
IA
Issued 05/29/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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