Andrew Kerr has been CEO/CCO of Kerr Financial Planning since January 2014, is a control person of the firm and directly owns 75% or more of it.
Kerr Financial Planning Corporation is a firm with $131M under management, 550 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Andrew Kerr is Founder / CEO / Financial Advisor of Kerr Financial Planning Corporation, based in Fresno, CA. He began his career in financial services working with institutional firms and national broker-dealers, including Cambridge Investment Research and Lincoln Securities Corporation. He founded Kerr Financial Planning Corporation in 2015 and later launched Kerr Wealth.
Andrew Kerr’s longest registration is the current one, 10 years at Kerr Financial Planning since 2016. Before joining Kerr Financial Planning in 2016, Andrew Kerr was registered through Cambridge Investment Research Advisors, Inc. and Lincoln Financial Securities Corporation.
- Kerr Wealth ManagementCurrent– present · 10 yearsOakwood, OH · Adviser representative · Firm CRD 277142
- Cambridge Investment Research Advisors, Inc.– · under a yearFresno, CA · Adviser representative · Firm CRD 134139
- – · under a yearFresno, CA · Adviser representative · Firm CRD 277142
- Lincoln Financial Securities Corporation– · under a yearFresno, CA · Adviser representative · Firm CRD 3870
Investment adviser representative registrations
Andrew Kerr is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2016; the most recent is Ohio, in August 2026.
- CaliforniaSince 23 September 2016
- OhioSince 31 August 2026
- TexasResidentSince 20 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 28 May 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 April 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 April 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andrew Thomas Kerr
- CRD
- 6461370
- Firm
- Kerr Financial Planning · CRD 277142
- Role
- CEO/CCO
- Office
- Oakwood, OH
- Registration
- Investment adviser registration
- In the industry since
- May 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kerrwealth.com
Where does Andrew Kerr work?
Andrew Kerr has been CEO/CCO of Kerr Financial Planning Corporation since January 2014, and is a control person of the firm.
Is Andrew Kerr a financial advisor?
Yes. Andrew Kerr has a current investment-adviser registration in California, Ohio and Texas, through Kerr Financial Planning since September 2016.
How many years of experience does Andrew Kerr have?
Andrew Kerr has 11 years in the financial industry, since May 2015, across 3 adviser firms.
What exams has Andrew Kerr passed?
Andrew Kerr has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in April 2015. FINRA credited Andrew Kerr with the SIE, which began in October 2018.
Where did Andrew Kerr work before Kerr Financial Planning?
Before Kerr Financial Planning, Andrew Kerr was registered through Blosser Harrison Wealth Management, September 2015 to April 2016; Lincoln Financial Securities Corporation, June 2015 to September 2015.
Where is Andrew Kerr based?
Andrew Kerr’s registered office is in Oakwood, OH.
Is Andrew Kerr registered with FINRA?
No. Andrew Kerr has no current broker registration.
How can I verify Andrew Kerr’s record?
Search CRD 6461370 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Kerr’s full registration record.