Andrew Wayne Kern

CFP · ChFC

Vicus Capital, INC.

20 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning

Vicus Capital, INC.

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

Location

210 Grandview Ave, Suite 101, Camp Hill, PA, 17011

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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.

Other Business ActivitiesSells Insurance

Andrew is an investment advisory representative for Vicus Capital, an investment advisor representative for Clelan and Company, the owner of Kern Wealth Management, and a wealth advisor for Aegis Retirement Strategies. He also sells fixed insurance products, including life, disability, annuities, and long-term care, and is the Vice President of the Michael J Santanna Jr. Achievement Foundation, and a board member for FPA of Central PA.