Andrew
Kern

Vicus Capital, Inc

CRD#4951988
Investment Advisor
in Camp Hill, PA

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About this Advisor

Andrew Kern is a financial advisor based in Camp Hill, Pennsylvania, working with Vicus Capital, Inc. Andrew has previously held positions at Lincoln Financial Advisors, Lpl Financial LLC, Integrated Wealth Concepts LLC, Vicus Capital, Inc, and Cetera Advisor Networks LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Andrew is part of Vicus Capital, Inc, which operates out of Camp Hill, Pennsylvania. The firm has 40 offices and 87 employees. The firm manages assets totaling $2.3 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vicus Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

210 Grandview Ave Suite 101
Camp Hill, PA 17011

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,254,526,552

PA Average: $15,833,994,310
Total Number of Employees

87

PA Average: 41
Total Number of Accounts

8,430

PA Average: 3,342
Average Account Size

$267,441

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Andrew Kern Work History

2018 - Present (6 years)

Vicus Capital, Inc

2018 - Present (6 years)

Cetera Advisor Networks LLC

2016 - 2018 (2 years)

Lpl Financial LLC

2016 - 2018 (2 years)

Integrated Wealth Concepts LLC

2013 - 2016 (3 years)

Lincoln Financial Advisors

Disclosures

Please visit the SEC profile of Andrew 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 Vicus Capital, Inc

Meghan Kelly
Rochester, NY
Jennifer Newman
State College, PA
Jeffery Closz
State College, PA
Elana Yaffe
Westlake Village, CA
Adam Brubaker
Columbia, MD
Jason Marcieski
Grove City, PA
Aaron Soden
Lakewood, PA
Andrew Kern
Camp Hill, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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