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DK

Daniel R. Kerr

WHITESTONE CAPITAL MANAGEMENT LLC
North Manchester, IN 46962
Some features on this profile are disabled
CRD#: 6034647
DK

Professional summary

Daniel Ray Kerr, who also goes by Daneil R Kerr, Daniel R Kerr, is a registered financial advisor currently at WHITESTONE CAPITAL MANAGEMENT LLC located in North Manchester, Indiana.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 5 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daneil R Kerr | Daniel R Kerr

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.
Heritage Financial Planning, LLC- owner/ Insurance Agent and also Investment Related 1750 East State Road 13, North Mancheseter, IN 46962, Mr. Kerr offers and sells Insurance Products and Services approximately 30 hours per week during trading hours Daniel Ray Photography, Owner Non- Investment Related, 1750 East State Road 13 North Manchester, IN 46962 Photographer. Mr. Kerr seldom works in his photography business, and spends 0 (zero) hours per week in the photography business during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Ray Kerr'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®
None

Experience

Current

November 9, 2021 - Present

WHITESTONE CAPITAL MANAGEMENT LLC

Office #1: 202 N Walnut St, North Manchester, IN 46962
RIA
CRD#: 315646
North Manchester, IN
Past

October 29, 2021 - November 3, 2021

WHITESTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 315646
NEW ALBANY, IN
Past

January 14, 2019 - December 9, 2021

ALPHASTAR CAPITAL MANAGEMENT

RIA
CRD#: 157423
North Manchester, IN
Past

February 6, 2015 - January 17, 2019

BROOKSTONE FINANCIAL

RIA
CRD#: 168185
NORTH MANCHESTER, IN
Past

December 11, 2012 - March 11, 2015

SAGEGUARD FINANCIAL GROUP, LLC

RIA
CRD#: 160266
WARSAW, IN
Past

February 28, 2012 - November 21, 2012

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
WAUSAU, IN

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
Indiana
(11/9/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/20/2011
Uniform Investment Adviser Law Examination

Current Firm

WC
WHITESTONE CAPITAL MANAGEMENT LLC
HERITAGE FINANCIAL PLANNING LLC | WHITESTONE CAPITAL MANAGEMENT, LLC | WHITESTONE CAPITAL MANAGEMENT LLC | PROVIDENT RETIREMENT AND FINANCIAL SERVICES, INC.

CRD#: 315646 / SEC#:

Indiana
Registered Investment Advisory firm - (8/30/2021 Approved)
Kentucky
Registered Investment Advisory firm - (5/9/2023 Approved)
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Contact information

Main Address
110 E Market St, New Albany, IN 47150
Mailing Address
Phone number
(812) 697-1537
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts171
AUM (Assets Under Management)$ 11,512,374

Red Flags

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.

Company Information

WHITESTONE CAPITAL MANAGEMENT LLC

CRD#: 315646North Manchester, IN 46962

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