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Advantage Financial Planning, Inc., doing business as David R. Kern Asset Management (DRKAM) is a Registered Investment Advisor, registered with the U.S. Securities and Exchange Commission (SEC). DRKAM transacts business only in states where it has made notice filings, or is excluded or exempted from such filing requirements. Nothing on this website should be considered a solicitation in any jurisdiction where such solicitation would be unlawful under the laws of that jurisdiction.

 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels. Information was obtained from sources considered reliable, but David R. Kern Asset Management is not responsible for the accuracy, completeness, or timeliness of the information provided on third-party websites.

 

Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.  No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. For personalized information and advice, please contact us.

 

Please click this link to view our Customer Privacy Policy in its entirety.

 

For financial disclosures, please view our ADV-Part II.

 

Limitation of Liability: David R. Kern Asset Management does not warrant or guarantee that this website will be uninterrupted, secure, or free of errors. In no event shall David R. Kern Asset Management or its officers, directors, principals, associates, agents, and/or employees be liable for any claims, liabilities, losses, costs, and/or damages, including indirect, punitive, incidental, special, or consequential damages, arising from or in any way connected with 1) the use of or inability to use this website or with any delay in using this website, or 2) any information or materials obtained through this website, or 3) otherwise arising out of the use of this website. These limitations apply even if David R. Kern Asset Management, its officers, directors, principals, agents, and/or employees have been advised of the possibility of damages.

 

 

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