Mark David Kerman
Investment adviser representative at Rcm Wealth Advisors
19 yearsExperience
1 stateRegistered in
$388.8MFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Rcm Wealth AdvisorsNov 2024 to now
- Siepert & Co LLPNov 2004 to now
- Harvest Investment Services, LLCAug 2020 to Dec 2023
- Proequities, Inc.Aug 2013 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (IL).
Rcm Wealth Advisors
Legal name: Know Your Options LLC
$388.8MAssets managed
830Clients
8Advisers
11 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
- 5995854
- Firm CRD
- 153641