Bruce D Kern
Investment adviser representative at Forefront
27 yearsExperience
2 statesRegistered in
$239.8MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- ForefrontAug 2024 to now
- Mountain High Wealth ManagementAug 2024 to now
- Edward JonesFeb 2020 to Aug 2024
- UnemployedMar 2019 to Jan 2020
- VerizonSep 1999 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
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
- 7224063
- Firm CRD
- 308521