3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108
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Learn about disclosures →David is the President and Owner of Advantage Financial Planning, focusing on investment allocations and insurance sales, and an Investment Advisor Representative with Concorde Asset Management, both full-time roles. He also holds positions in The Flying Circuits, D.R. Kern Research, and David R. Kern Asset Management, dedicating minimal time to each.