KA
KA

Kemper David Arnold

40 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
86 advisors
Number of Clients
6,005 clients
Average Client Portfolio
$429K average
Assets Under Management
$2.6B

Fee Structure

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Location

6200 Rockside Road, Suite 100, Cleveland, OH, 44131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kemper is an insurance agent selling various insurance products since 1986, dedicating about 60 hours per month (about 10-20% of his time). He is also an advisory representative for Vantage Financial Group, Inc. since 1988 and an investment advisor representative for Vicus Capital since 2017, spending a significant amount of time on these advisory roles.

Employment History
Current Registrations
Vicus Capital, INC.
July 2017 - Present · 8 yrs 7 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 5 mos
Vantage Financial Group, INC.
August 1999 - Present · 26 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2015 - November 2018 · 3 yrs 1 mo
Cetera Advisor Networks LLC
September 2013 - December 2014 · 1 yr 3 mos
Walnut Street Securities, INC.
November 2012 - September 2013 · 10 mos
Walnut Street Securities, INC.Broker
January 1988 - September 2013 · 25 yrs 8 mos
General American Life Insurance CompanyBroker
January 1986 - January 1988 · 2 yrs
Integrated Resources Equity CorporationBroker
December 1984 - January 1988 · 3 yrs 1 mo
State Registrations25 states
AZCACOFLGAILINKYMAMDMIMSNCNJNVNYOHORPATXUTVAVTWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kemper David Arnold - Financial Advisor | TrueAdvisor