# ADVANTAGE FINANCIAL PLANNING, INC.

ADVANTAGE FINANCIAL PLANNING, INC. of HUNTERTOWN, IN is an SEC-registered investment adviser.

## Registration

- CRD: 115364
- Type: SEC-registered investment adviser
- SEC file number: 801-62815
- Location: 16616 LIMA ROAD, HUNTERTOWN, IN, 46748
- Phone: 260-637-1019
- Latest filing: 2012-06-15
- Regulatory AUM: $13.5M
- Discretionary AUM: $11.2M
- Non-discretionary AUM: $2.2M
- Clients: 1
- Accounts: 261

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| KERN DAVID ROBERT | PRESIDENT & SECRETARY; PRESIDENT, SECRETARY & CCO; PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER | — |
| KERN BRIAN | PARTNER | — |
| HELMBERGER GENNA | PARTNER | — |
| KERN BENJAMIN DAVID | PARTNER | — |
| KERN STACEY | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115364/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115364/similar
- Related entities: https://search.stillhousedata.com/firm/115364/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115364

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.