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Brian Allen Kerber

Prasad Wealth Partners

Independence, OH

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Current Employers
Prasad Wealth Partners

6050 Oak Tree Blvd. Suite 100, Independence, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-09-05
  • OH RA
    APPROVED
    Since 2024-09-05

Branch Locations

6050 Oak Tree Blvd. Suite 100, Independence, OH 44131 • 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
Ohio National Financial Services Cincinnati OH 02/2006 09/2018
Ohio National Equities Inc Cincinnati OH 03/2006 09/2018
Cuna Mutual Group Waverly IA 11/2018 02/2019
Cuna Brokerage Services, Inc. Waverly IA 11/2018 02/2019
Unemployed Cleveland OH 09/2018 11/2018
Transamerica Capital Inc Denver CO 02/2019 11/2020
Jk Investment Group, Llc Independence OH 11/2020 09/2024
Regulus Financial Group, Llc Kentwood MI 12/2020 09/2024
Regal Investment Advisors, Llc Kentwood MI 10/2023 09/2024
Prasad Wealth Partners, Llc Independence OH 09/2024 Present
  • 02/2006 → 09/2018
    Ohio National Financial Services
    Cincinnati, OH
  • 03/2006 → 09/2018
    Ohio National Equities Inc
    Cincinnati, OH
  • 11/2018 → 02/2019
    Cuna Mutual Group
    Waverly, IA
  • 11/2018 → 02/2019
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 09/2018 → 11/2018
    Unemployed
    Cleveland, OH
  • 02/2019 → 11/2020
    Transamerica Capital Inc
    Denver, CO
  • 11/2020 → 09/2024
    Jk Investment Group, Llc
    Independence, OH
  • 12/2020 → 09/2024
    Regulus Financial Group, Llc
    Kentwood, MI
  • 10/2023 → 09/2024
    Kentwood, MI
  • 09/2024 → Present
    Prasad Wealth Partners, Llc
    Independence, OH
Previous Registrations
  • 2023-10-06 → 2024-09-30
    Independence, OH
    Kentwood, MI
  • 2006-01-19 → 2006-02-13
    Natcity Investments, Inc.
    Cleveland, OH
  • 2003-06-30 → 2004-05-05
    Ameriprise Advisor Services, Inc.
    Seven Hills, OH
Other Businesses

1)Western Gales HOA. Board member. 4248 Maidstone Ln Medina, OH 44256. Board Member. Start date 02/2019. 3 Hrs/Mth. Zero during SEC trading hours. Receives no compensation. This is not investment related. 2) Licensed insurance agent. This is not investment related. Started 12/1/2001. This is not investment related. 3) GBX-Utah. SLC Peery LLC- Real Estate. Passive investment. Receives no compensation. Started 11/1/2018. Cleveland, OH. 4) Prasad Wealth. Owner. 6050 Oak Tree Blvd, Independence, OH 44131. Insurance services. Started 9/18/2024. 8 Hrs/Mth.. Zero during SEC trading hours. Compensation received. Investment-related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-16
  • S66 Uniform Combined State Law Examination
    2021-03-16
Other Names
  • Brian Allen Kerber
  • Brian Allen Kerber
  • Brian Kerber

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