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Donald William Kuerner

Hornor, Townsend & Kent, LLC

Erie, PA

CRD 1871749

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Employer firm

Hornor, Townsend & Kent, LLC CRD 4031

$9.01B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hornor, Townsend & Kent, Llc

161 Washington Street, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-11-17
  • PA RA
    APPROVED
    Since 2021-11-17

Branch Locations

Erie, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hornor Townsend & Kent Inc Horsham PA 10/2011 Present
Penn Mutual Life Ins Co Horsham PA 04/2010 Present
  • 10/2011 → Present
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 04/2010 → Present
    Penn Mutual Life Ins Co
    Horsham, PA
Previous Registrations
  • 2003-05-02 → 2011-09-16
    National Planning Corporation
    Glastonbury, CT
    Glastonbury, CT
  • 2002-08-07 → 2003-05-14
    Nathan & Lewis Securities, Inc.
    Marlborough, CT
  • 2001-04-02 → 2002-07-09
    Lutheran Brotherhood Securities Corp.
    Marlborough, CT
Other Businesses

1) INSURANCE BROKERAGE - NO DBA, INVESTMENT-RELATED, 3988 MARKWOOD DRIVE, ERIE, PA 16510, INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, AGENT, START DATE: 10/11/11, APPROXIMATE NUMBER OF HOURS/MONTH: 25-40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10-25, DUTIES: PROSPECT, CREATE PROPOSALS AND TAKE APPLICATIONS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-02
S63 Uniform Securities Agent State Law Examination 1992-11-06
  • S65 Uniform Investment Adviser Law Examination
    2001-01-02
  • S63 Uniform Securities Agent State Law Examination
    1992-11-06
Other Names
  • Don Kuerner

View on SEC IAPD

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