Edward V. Kerns

FOOTLAMP

Atlanta, GA 30327

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CRD#: 5857458

Professional summary

Edward Vern Kerns II, CFP®, who also goes by Ed Kerns, Edward Vern Kerns, Edward Kerns, is a registered financial advisor currently at FOOTLAMP located in Atlanta, Georgia.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Edward has worked at 7 firms and has passed the Series 66 and Series 7 exams.

Biography

Ed Kerns is the President of Kerns Wealth Management. He is responsible for managing the firm and guiding clients through a distinctive wealth management process. Specifically, his role includes designing, building, and protecting a wealth management plan for his clients.

In his free time Ed enjoys playing acoustic guitar and attending singer/songwriter venues. He also likes playing an occasional round of golf, hunting and spending time with family and friends.

Originally from Clarksburg, West Virginia, Ed is married to the former Jana F. Gutiérrez, Ph.D., a childhood friend from junior high. While Ed works several days a month in the Atlanta office, he and Jana reside in Opelika, AL, where she is an Associate Professor of Spanish at nearby Auburn University.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Divorce Planning

Women's Financial Planning Iss...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Ed Kerns | Edward Vern Kerns | Edward 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.

I am the sole owner and employee of Divorce Financial Strategies, LLC, a divorce financial planning firm located in Opelika, AL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Vern Kerns II'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^®

Certified Financial Planner

Start date: 2016

Experience

Current

August 20, 2015 - Present

FOOTLAMP

Office #1: 3715 Northside Parkway Bldg 100 Suite 500, Atlanta, GA 30327

RIA

CRD#: 265788

Atlanta, GA

Past

February 20, 2015 - September 17, 2015

PRIVATE WEALTH ADVISORY GROUP, INC.

RIA

CRD#: 173842

MARIETTA, GA

Past

May 15, 2014 - September 17, 2015

LINDNER CAPITAL ADVISORS, INC.

RIA

CRD#: 108584

MARIETTA, GA

Past

May 8, 2014 - September 12, 2014

RESOURCE HORIZONS GROUP LLC

CRD#: 104368

Marietta, GA

Past

May 31, 2012 - April 11, 2014

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD#: 126514

SUWANEE, GA

Past

March 21, 2011 - April 9, 2014

LEGACY PLANNING ADVISORS, LLC

RIA

CRD#: 121289

SUWANEE, GA

Past

January 1, 2011 - June 7, 2012

OSAIC SERVICES, INC.

CRD#: 133763

SUWANEE, GA

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

Alabama
(3/20/2020)

IAR

Georgia
(8/20/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/11/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/30/2010

General Securities Representative Examination

Current Firm

FOOTLAMP

EDWARD V. KERNS, INSURANCE AGENT | KERNS WEALTH MANAGEMENT, LLC | FOOTLAMP FINANCIAL | FOOTLAMP

CRD#: 265788 / SEC#:

Alabama

Registered Investment Advisory firm - (3/20/2020 Approved)

Georgia

Registered Investment Advisory firm - (8/20/2015 Approved)

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Contact information

Main Address

3715 Northside Parkway Bldg 100 Suite 500, Atlanta, GA 30327

Mailing Address

Phone number

(404) 476-2236

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	54
AUM (Assets Under Management)	$ 17,977,515

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Edward V. Kerns

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Vern Kerns II's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOOTLAMP

PRIVATE WEALTH ADVISORY GROUP, INC.

LINDNER CAPITAL ADVISORS, INC.

RESOURCE HORIZONS GROUP LLC

THE STRATEGIC FINANCIAL ALLIANCE, INC.

LEGACY PLANNING ADVISORS, LLC

OSAIC SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/11/2011

Series 7

Date: 12/30/2010

Current Firm

FOOTLAMP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FOOTLAMP

TRUST BUT VERIFY

Contact information

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