BK
BK

Brendan Kerr

4 Years of Experience
Hood River, OR
Broker

Brendan Kerr is a registered investment advisor at D.A. Davidson & CO., based in Hood River, OR, with 4 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

510 Cascade Ave, Hood River, OR, 97031

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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 Activities

Brendan is the acting president of The Slider Project, LLC, dedicating a few hours per week during the summer to organizing work parties. He also owns 50% of Sierra Lane Rental Property and acts as the managing landlord.

Employment History
Current Registrations
D.A. Davidson & CO.
September 2021 - Present · 5 yrs
D.A. Davidson & CO.Broker
August 2021 - Present · 5 yrs 1 mo
State Registrations21 states
ARAZCACOCTFLGAHIIDINMAMDMNMTNVOHORTNTXUTWA
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.