MK
MK

Mark Kerr

19 Years of Experience
Dundee, MI
BrokerSells Insurance

Mark Kerr is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dundee, MI, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

326 Tecumseh St, Dundee, MI, 48131

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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.

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Other Business ActivitiesSells Insurance

Mark is an insurance agent selling fixed insurance products through Village Wealth Management. He also owns Village Wealth Management, LLC, VWM Holdings, LLC (a real estate holding company), and VWM Productions, LLC (a marketing company).

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2025 - Present · 11 mos
Previous Registrations
Commonwealth Financial Network
May 2016 - June 2025 · 9 yrs 1 mo
Commonwealth Financial NetworkBroker
May 2016 - June 2025 · 9 yrs 1 mo
Edward Jones
September 2007 - May 2016 · 8 yrs 8 mos
Edward JonesBroker
December 2006 - May 2016 · 9 yrs 5 mos
State Registrations26 states
AKALAZCACOFLGAILINKSKYMAMIMONCNENYOHPASCSDTNTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mark Kerr - Financial Advisor | TrueAdvisor