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Theodore Stephen Kerr

Touchstone Capital, Inc.

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About Theodore Stephen Kerr

Theodore Kerr is a financial advisor with over 20 years of experience. Theodore is a Certified Financial Planner and has been registered with the Securities and Exchange Commission (SEC) since 1994. Currently, Theodore is with Touchstone Capital, Inc. in Pittsburgh, PA. Theodore has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Theodore provides a range of services, including financial planning, portfolio management, and pension consulting.

Firm Information

Theodore Kerr is currently registered with Touchstone Capital, Inc.. Touchstone Capital, Inc. is a Pittsburgh, PA-based investment advisor with 146,440,145 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Touchstone Capital, Inc. participates in wrap fee programs.
Touchstone Capital, Inc.

1001 MCKNIGHT PARK DRIVE

PITTSBURGH, PA 15237

$146.44M

Assets Under Management

Not reported

Total Clients

2

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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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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Theodore Kerr’s Registration & Firm History

PA

01/25/2016 - Present

Touchstone Capital, Inc. (PITTSBURGH PA)

PA

05/02/2000 - 06/19/2017

COMMONWEALTH FINANCIAL NETWORK (SEWICKLEY PA)

PA

10/20/1994 - 05/03/2000

HEFREN-TILLOTSON, INC. (PITTSBURGH PA)

NY

06/08/1994 - 08/12/1994

L.C. WEGARD & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/28/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/25/2004

Series 24 - General Securities Principal Examination

BC

Issued 06/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore Stephen Kerr.
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