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Credentials
ChFC®, Series 63
Experience Industry experience
42 years
Location
Huntertown, IN
Concorde Asset Management, LLC
Multi-team
David Kern is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with Concorde Asset Management, LLC since 2014 and also has longstanding ties to Advantage Financial Planning dating back to 1987. Outside of his advisory roles, Kern is a member of The Flying Circuits, a remote control flying club. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of services including wrap fee programs and ERISA plan advisory.
Based on Concorde Asset Management, LLC
Based on Concorde Asset Management, LLC
Financial Planning fixed fees range from $300 minimum to $25,000 depending on complexity.
$0 - $500,000: 0.25% (Overlay Platform Fee for Concorde UMA & Concorde GPS) $500,001 - $2,000,000: 0.23% (Overlay Platform Fee for Concorde UMA & Concorde GPS) $2,000,001 - $5,000,000: 0.20% (Overlay Platform Fee for Concorde UMA & Concorde GPS) $5,000,001+: 0.15% (Overlay Platform Fee for Concorde UMA & Concorde GPS) $0 - $1,000,000: 1.00% (ERISA Retirement Plan advisory fees maximum tiered range) $1,000,001 - $3,000,000: 0.75% (ERISA Retirement Plan advisory fees maximum tiered range) $3,000,001 - $5,000,000: 0.65% (ERISA Retirement Plan advisory fees maximum tiered range) $5,000,001+: 0.55% (ERISA Retirement Plan advisory fees maximum tiered range)
Representatives may receive commissions for securities and insurance products sold through affiliated broker-dealer, separate from advisory fees.
Financial Planning hourly fees range from $100 to $300 per hour depending on personnel qualifications; administrative support $50 to $80 per hour.
Account minimum: $50,000 Minimum fee: Financial Planning minimum fee of $300, which may be waived. Fee-only: Financial Planning fees based on hourly ($100-$300/hr), fixed fees ($300 minimum to $25,000), and administrative fees ($50-$80/hr). Investment management fees negotiable up to 2.25% annually including platform fees.
Huntertown, IN
Huntertown IN
Advisors at this office
1
California · Colorado · Illinois · Indiana · New York
42 years of industry experience
Concorde Asset Management, LLC
2014 - Present • 12 years
Fort Wayne, IN
Concorde Investment Services
2011 - Present • 15 years
Troy, MI
Advantage Financial Planning
1987 - Present • 39 years
Ft. Wayne, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Fort Wayne, IN
Arena Wealth Management LLC
Luke Friskney is a Series 65 licensed financial advisor at Arena Wealth Management LLC with two years of industry experience. His prior roles include positions at AMI Investment Management and work related to Noble Hawk Golf Links. He studied at Purdue University and has experience in both educational and other organizational environments. Arena Wealth Management is a fee-only registered investment adviser serving individuals, employer-sponsored plans, and charitable organizations. The firm employs a combination of modern portfolio theory and fundamental analysis, utilizing both passive and active investment vehicles along with Outside Managers and Separately Managed Accounts.
CFP®, Series 63
Fort Wayne, IN
DentVest LLC
Ryan Fisher is a financial advisor with DentVest LLC in Fort Wayne, IN. He holds the CFP® designation and Series 63 license, with eight years of industry experience. Prior to founding DentVest, he worked at White Coat Wealth Management and Old National Wealth Management. Fisher also serves as a part-time CFO for a dental practice. DentVest is a small, state-registered independent advisory firm serving individual clients, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party models and technology platforms, complemented by comprehensive financial planning services.
CFP®, Series 63, Series 65
Fort Wayne, IN
Houlihan Asset Management LLC
Dennis Houlihan is the founder and sole advisor of Houlihan Asset Management LLC in Fort Wayne, IN. He holds the CFP® designation and has 21 years of industry experience. Houlihan has led his independent firm since 1998. Houlihan Asset Management serves individuals, high-net-worth clients, and small businesses, offering investment supervisory and portfolio management services along with financial planning consultations. The firm combines fundamental and technical analysis to tailor recommendations to client goals and risk profiles, often operating with discretionary trading authority when agreed.
CFP®, Series 63, Series 65
Fort Wayne, IN
Krouse Stureman & Associates, Inc.
Antony Stureman is a CFP® with 28 years of industry experience, currently serving as the sole advisor at Krouse Stureman & Associates, Inc. He has previously worked at FSC Securities Corp and has long-standing ownership roles at Krouse Kern Wealth Management, Inc. and KK Risk Management, LLC, an insurance agency where he is a licensed life, health, and LTC agent. Krouse Stureman & Associates offers personalized financial planning and investment advisory services to individuals, high-net-worth families, and institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a Modern Portfolio Theory-based approach focusing on asset allocation, diversification, and using passively managed institutional-class mutual funds, managing portfolios primarily on a discretionary basis through independent custodians.
CFP®, Series 66
Fort Wayne, IN
Gilbert Wealth
Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.
Series 63, Series 65
Fort Wayne, IN
Buffalo Capital Advisors LLC
John Nuechterlein is an investment advisor at Buffalo Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Bailey Securities and Mass Mutual Investors Services. Outside of advising, he is an independent licensed insurance agent. Buffalo Capital Advisors offers portfolio management and financial planning services to individuals and high-net-worth clients, using a multi-method investment approach tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary account management and accepts hourly financial planning fees.
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