David Robert Kern

Current Employers

Employment History

• 03/1987 → Present
  Advantage Financial Planning
  Ft. Wayne, IN
• 08/2011 → Present
  Concorde Investment Services
  Troy, MI
• 12/2014 → Present
  Concorde Asset Management, Llc
  Fort Wayne, IN

Previous Registrations

• 2012-01-26 → 2012-05-21
  David R. Kern Asset Management
  Huntertown, IN
• 2005-03-16 → 2008-12-31
  David R. Kern Asset Management
  Huntertown, IN
• 1998-11-24 → 2004-12-31
  David R. Kern Asset Management
  Fort Wayne, IN
• 1999-01-14 → 2003-07-02
  Atlas Capital Management Corp
  Fort Wayne, IN

Other Businesses

1) Advantage Financial Planning. Investment Related. Investment Allocations And Insurance Sales. President And Owner. 16616 Lima Rd. Huntertown, IN 46748. Full Time During Trading Hours. 2) Concorde Asset Management. Investment Advisor Representative. Start Date: December 2014. Huntertown, IN. Investment Related. Full Time. 3) The Flying Circuits, Not Investment Related, remote control flying club, New Haven, IN, Member. 1-5 hrs/month during trading hours. 6-10 hours/month outside of business hours. 4) Concorde Insurance Agency; Huntertown, IN. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 5) D.R. Kern Research, Huntertown. IN. Investment Related. President, research investment advisors and third party money managers for existing and potential clients. 1-5 hours/mo outside business hours, 1-5 hours/month during business hours. 6) David R. Kern Asset Management, Huntertown, IN. President; Inactive DBA for advisory and insurance business. 1-5 hours/mo outside business hours, 1-5 hours/month during business hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-11-18

Designations

Other Names

• Dave R Kern
• David Robert Kern