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KERNS LEGACY PLANNING
KERNS LEGACY PLANNING LLC
CRD 340407
3509 E SHEA BLVD, STE 109, PHOENIX, AZ, 85028, United States
Phone
(602) 556-0962
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$277K
Discretionary AUM
$277K
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $277K |
All web addresses on file
Official SEC filing: View on IAPD