Andrew L. Kerns
ACCOUNTABLE FINANCIAL PLANNING LLC
Westerville, OH
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CRD#: 5617485
Professional summary
Andrew Lynn Kerns, CFP®, who also goes by Andy Kerns, is a registered financial advisor currently at ACCOUNTABLE FINANCIAL PLANNING LLC located in Westerville, Ohio.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Andrew has worked at 2 firms .
Biography
Andy is a founding partner of Accountable Financial Planning LLC. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a NAPFA-Registered Financial Advisor, a Registered Investment Advisor Representative in the State of Ohio, and an IRS Registered Tax Return Preparer.
Andy brings a unique combination of education, work, and life experiences to the financial planning process, including an engineering background, a history of academic achievement, and over twenty years of investment experience.
Prior to establishing Accountable Financial Planning, Andy was a financial planner at fee-only firm in Virginia, where he customized financial plans, prepared tax returns, and managed assets for a diverse set of individual and business clients.
Andy completed the CFP® coursework offered by the College For Financial Planning and passed the 10-hour CFP® Board Exam in 2007. He received a Bachelor of Science degree in Civil and Environmental Engineering in 2002 from the University of Cincinnati, where he graduated Summa Cum Laude, and proudly competed as a long distance runner for the Cincinnati Bearcats.
Andy resides in Westerville, Ohio with his wife, Katy, and their three sons, Jeffery, Gregory, and Micah. He volunteers as a youth basketball and soccer coach in Westerville. He is an outdoor enthusiast and has hiked and camped in more than 20 U.S. National Parks. He enjoys running, playing basketball, and spending time with his family.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Employee and Employer Plan Ben...
Tax Planning
Insurance Planning
Small Business Planning
Retirement Planning
Estate Planning
Do you have an area of expertise or specialization?
College/Education Planning
Entrepreneurs
Hourly
Insurance Related Issues
Investment Advice with Ongoing...
Investment Advice without Ongo...
Are you a "fiduciary"?
Yes
Aliases
Andy Kerns
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Lynn Kerns's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
September 29, 2009 - Present
ACCOUNTABLE FINANCIAL PLANNING LLC
RIA
CRD#: 151410
Westerville, OH
Past
November 12, 2008 - August 5, 2009
FEE-ONLY FINANCIAL PLANNING, L.C.
RIA
CRD#: 108365
ROANOKE, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(9/29/2009)
Exams
Current Firm
ACCOUNTABLE FINANCIAL PLANNING LLC
ACCOUNTABLE FINANCIAL PLANNING LLC
CRD#: 151410 / SEC#:
Ohio
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Contact information
Main Address
Westerville, OH
Mailing Address
Phone number
(937) 599-0012
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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