Michael
Kern
Crossmark Global Investments, Inc
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About this Advisor
Michael Kern is a chartered financial analyst operating out of Houston, Texas with 8 years of industry experience. Kern is an advisor for Crossmark Global Investments, Inc. Their career trajectory has included roles at Capstone Financial Services, Inc, Stout Risius Ross, Inc, Capstone Asset Planning Company, Capstone Asset Management Company, Cfs Consulting Services, LLC, Capstone Advisors LLC, Crossmark Global Investments, Inc, Crossmark Distributors, Inc, Crossmark Wealth Management and Crossmark Global Holdings. Kern has a Series 63 license, designating them as a securities agent, and is approved to advise clients in Texas. Crossmark Global Investments, Inc is a company based out of Houston, TX. The investment advisory business has a total of 45 advisors. It handles $6 billion in assets under management across its 4,188 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 207 charities and foundations. Of its 4,188 client accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fees largely vary depending on which service is offered. However, fee types billed by Crossmark Global Investments, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crossmark Global Investments, Inc Brokerage Details
$5,779,556,509
45
4,188
$1,380,028
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Michael Kern Work History
Michael has been registered as a financial advisor for 8 years.*
Crossmark Global Investments, Inc
Crossmark Distributors, Inc
Crossmark Wealth Management
Crossmark Global Holdings
Capstone Advisors LLC
Capstone Asset Planning Company
Capstone Asset Management Company
Cfs Consulting Services, LLC
Capstone Financial Services, Inc
Stout Risius Ross, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael 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 Crossmark Global Investments, Inc
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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