Angela Kern

from Financial Strategies, Inc.
SEC regulated
Regulated Investment Advisor
Angela Kern is a financial advisor based in Wisconsin, Brookfield, with 16 years of experience. Angela currently works for Financial Strategies, Inc.. Angela maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Angela Kern works at Financial Strategies, Inc.
Financial Strategies, Inc. is a financial advisory firm based in Brookfield, Wisconsin. It currently has approximately $102,517,355 of assets under management and employs about 5 people. Financial Strategies, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
13555 Bishops Court, Suite 340, Brookfield, Wisconsin, 53005

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