Brian Allen Kerber
Investment adviser representative at Prasad Wealth Partners
20 yearsExperience
1 stateRegistered in
$572.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Prasad Wealth Partners, LLCSep 2024 to now
- Regal Investment Advisors, LLCOct 2023 to Sep 2024
- Regulus Financial Group, LLCDec 2020 to Sep 2024
- Jk Investment Group, LLCNov 2020 to Sep 2024
- Transamerica Capital IncFeb 2019 to Nov 2020
- Cuna Brokerage Services, Inc.Nov 2018 to Feb 2019
- Cuna Mutual GroupNov 2018 to Feb 2019
- UnemployedSep 2018 to Nov 2018
- Ohio National Equities IncMar 2006 to Sep 2018
- Ohio National Financial ServicesFeb 2006 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Prasad Wealth Partners
Legal name: Prasad Wealth Partners, LLC
$572.1MAssets managed
729Clients
11Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4342797
- Firm CRD
- 332507