AK
CFP · ChFC

Andrew Wayne Kern

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
86 advisors
Number of Clients
6,005 clients
Average Client Portfolio
$429K average
Assets Under Management
$2.6B

Fee Structure

Vicus Capital offers financial planning services on an hourly or fixed-fee basis. Details on investment management fees are not provided in this document. Contact Vicus Capital directly for specific fee information.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
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Advisor Information

Office location

210 Grandview Ave, Suite 101, Camp Hill, PA, 17011

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is an investment advisory representative for Vicus Capital, an investment advisor representative for Clelan and Company, the owner of Kern Wealth Management, and a wealth advisor for Aegis Retirement Strategies. He also sells fixed insurance products, including life, disability, annuities, and long-term care, and is the Vice President of the Michael J Santanna Jr. Achievement Foundation, and a board member for FPA of Central PA.

Employment History
Current Registrations
Vicus Capital, INC.
September 2018 - Present · 7 yrs 4 mos
Cetera Wealth Services, LLC
September 2018 - Present · 7 yrs 4 mos
Cetera Wealth Services, LLCBroker
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
LPL Financial LLC Broker
October 2016 - September 2018 · 1 yr 11 mos
Integrated Wealth Concepts LLC
October 2016 - September 2018 · 1 yr 11 mos
Lincoln Financial Advisors CorporationBroker
May 2013 - November 2016 · 3 yrs 6 mos
Lincoln Financial Advisors Corporation
May 2013 - November 2016 · 3 yrs 6 mos
Ameriprise Financial Services, INC.
July 2005 - May 2013 · 7 yrs 10 mos
Ameriprise Financial Services, INC. Broker
June 2005 - May 2013 · 7 yrs 11 mos
Ids Life Insurance CompanyBroker
June 2005 - July 2006 · 1 yr 1 mo
State Registrations14 states
CADCFLMDMIMONYPASCTNTXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.