Edward Vern Kerns Ii
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
Specializations
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,...
Other Aliases
Ed Kerns, Edward Vern Kerns, Edward Kerns
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
EDWARD V. KERNS, INSURANCE AGENT | KERNS WEALTH MANAGEMENT, LLC | FOOTLAMP FINANCIAL | FOOTLAMP
Contact Information
Main Address
3715 Northside Parkway Bldg 100 Suite 500, Atlanta, GA 30327Phone Number
(404) 476-2236# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
67AUM (Assets Under Management)
$23,084,398Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/20/2020)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Edward Vern Kerns II's CRS (Customer Relationship Summary).
Services Offered by Edward
- Financial Planning
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