KERR FINANCIAL PLANNING CORPORATION
Legal name: KERR WEALTH MANAGEMENT
CRD #277142 SEC #801-133713 FRESNO, CA (559) 277-4772
SEC Registered
Total AUM
$125.6M
Discretionary
$125.6M
Employees
4
Clients
1
Accounts
858
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KERR, ANDREW, THOMAS | I | CEO/CCO | E | Control |
| KERR, ANDREW, THOMAS | I | CEO/CCO | E | Control |
| KERR, ANDREW, THOMAS | I | CEO/CCO | E | Control |
| KERR, ANDREW, THOMAS | I | CEO/CCO | E | Control |
| KERR, ANDREW, THOMAS | I | CEO/CCO | E | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (6)
CA MO PA TN TX VT
Address
7255 N. FIRST STREET, SUITE 101FRESNO, CA 93720
United States
Phone: (559) 277-4772