Dean Bradley Kernus
Investment adviser representative at Willow Creek Financial
Under 1 yearExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$528.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
Under 1 year in the industry.
- Willow Creek FinancialJul 2022 to now
- Orin Green Financial, LLCDec 2016 to now
- Ameriprise Financial Services IncMay 2016 to Dec 2016
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, LA).
Willow Creek Financial
Legal name: Orin Green Financial, LLC
$528.8MAssets managed
238Clients
5Advisers
9 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
- 4648374
- Firm CRD
- 285670