Brian Kerber has been Managing Director of Prasad Wealth Partners since September 2024, is a control person of the firm and directly owns between 50% and 75% of it.
Prasad Wealth Partners, LLC is an Independence, OH firm with $572M under management, 729 clients and 5 advisers across 3 offices, as of its July 2026 filing.
Brian Kerber’s longest registration is the current one, 2 years at Prasad Wealth Partners since 2024. Before joining Prasad Wealth Partners in 2024, Brian Kerber was registered through Regal Investment Advisors LLC and Natcity Investments, Inc.
- Prasad Wealth PartnersCurrent– present · 2 yearsIndependence, OH · Adviser representative · Firm CRD 332507
- Regal Investment Advisors LLC– · under a yearIndependence, OH · Adviser representative · Firm CRD 125004
- Natcity Investments, Inc.– · under a yearCleveland, OH · Adviser representative · Firm CRD 17490
- H&R Block Financial Advisors, Inc.– · under a yearSeven Hills, OH · Adviser representative · Firm CRD 5979
Investment adviser representative registrations
Brian Kerber is registered as an investment adviser representative in Ohio, since September 2024.
- OhioSince 5 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 March 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 5 March 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Allen Kerber
- CRD
- 4342797
- Firm
- Prasad Wealth Partners · CRD 332507
- Role
- Managing Director
- Office
- 6050 OAK TREE BLVD., SUITE 100, Independence, OH 44131
- Registration
- Investment adviser registration
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Kerber work?
Brian Kerber has been Managing Director of Prasad Wealth Partners, LLC since September 2024, and is a control person of the firm.
Is Brian Kerber a financial advisor?
Yes. Brian Kerber has a current investment-adviser registration in Ohio, through Prasad Wealth Partners since September 2024.
How many years of experience does Brian Kerber have?
Brian Kerber has 23 years in the financial industry, since June 2003, across 4 adviser firms.
What exams has Brian Kerber passed?
Brian Kerber has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2001. FINRA credited Brian Kerber with the SIE, which began in October 2018.
Where did Brian Kerber work before Prasad Wealth Partners?
Before Prasad Wealth Partners, Brian Kerber was registered through Natcity Investments, Inc., January 2006 to February 2006; H&R Block Financial Advisors, Inc., June 2003 to May 2004.
Where is Brian Kerber based?
Brian Kerber’s registered office is in Independence, OH.
Is Brian Kerber registered with FINRA?
No. Brian Kerber has no current broker registration.
How can I verify Brian Kerber’s record?
Search CRD 4342797 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Kerber’s full registration record.
- Roseann HigginsChief
- Anthony KulkaChief Investment Officer
- Lindsey OrthManaging Director