Konrad
Kern
Adero Partners, LLC
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About this Advisor
Konrad Kern is a financial advisor based in Pleasanton, California, working with Adero Partners, LLC. Konrad has previously held positions at the University Of California, Davis, General Nutrition Center, Hines Warner Wealth Management, LLC, Adero Partners, LLC, and Media Wealth, LLC. Konrad has passed the Series 65 regulatory exam and is registered to provide services in California and Oregon. Currently, Konrad is part of Adero Partners, LLC, which operates out of Pleasanton, California. The firm has 24 offices and 51 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Adero Partners, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Adero Partners, LLC Brokerage Details
$4,035,668,036
51
3,511
$1,149,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Konrad Kern Work History
Media Wealth, LLC
Adero Partners, LLC
Hines Warner Wealth Management, LLC
General Nutrition Center
University Of California, Davis
Disclosures
Please visit the SEC profile of Konrad Kern to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Adero Partners, LLC
Beaverton, OR
Denver, CO
San Jose, CA
Orinda, CA
Pleasanton, CA
San Francisco, CA
Pleasanton, CA
Pleasanton, CA
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