Stephan Kerby

Stephan Kerby

Financial Advisor

Stephan M. Kerby

Chartered SRI Counselor CSRIC™

Partner/Director of SRI Division

 

I entered the profession of Financial Advising after a variety of life experiences created a desire to learn more about personal finance. As I worked and traveled, I spent a lot of time contemplating how to manage my family’s finances and ensure my investments were aligned with my ethical principles and love of animals. However, even when seeking advice, I realized that those around me also had little knowledge or understanding on many financial topics. This reality created a new-found passion for educating myself and others on the topics of standard investments, Socially Responsible Investing (SRI), and financial planning.

I began my career in financial planning in early 2000. In 2009, I started my own firm, IFB Wealth Management, in order to be an independent financial advisor. I am currently a partner at KMF Advisors where I manage the branch office in West Des Moines, IA and Woodbury, MN, as well as the director of our Socially Responsible Investment division where we focus on impact investing, community awareness and socially responsible investment opportunities for our clients.

I take tremendous pride in focusing on understanding the wants and needs of my clients in order to provide education and guidance through the complexity of personal finance. I am passionate about Socially Responsible Investing and animal advocacy. I have earned a certificate of completion through the Center for Sustainable Investment Education in their Fundamentals of Sustainable and Impact Investment course as well as the designation CSRIC™ through the College for Financial Planning, so I can continue to keep up to date on current strategies and issues as they relate to socially responsible and sustainable investing and animal welfare.

Uniquely, my clients live all across the United States. Therefore, I hold the Series 7 and 66 securities registrations, and I am registered in several states: FL, IA, IN, KY, MA, ME, NC, NH, OH.

My wife Amber and I keep busy with our son and daughter and our two energetic dogs. We enjoy being outdoors hiking, foraging and plant-based cooking. I also enjoy traveling the country and speaking on the topic on the effects of animal agriculture on the environment and sustainable and socially responsible investing, vegan investing and other financial topics.