PK
CFP
PK
CFP

Paul Kanago

44 Years of Experience
Columbia, MO
Sells Insurance

Paul Kanago is a CFP-designated registered investment advisor at Consolidated Asset Management, LLC, based in Columbia, MO, with 44 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 27 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$509K average
Assets Under Management
$13.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based upon asset allocation scope and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Columbia, MO

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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

Paul is a fixed insurance agent (health, life & LTC) since 1982, dedicating minimal time to this activity. He is also the elected president of the board for Sacred Heart Catholic Community Foundation, a non-profit, and spends minimal time on this role as well.

Employment History
Current Registrations
Consolidated Asset Management, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Alexander Labrunerie & CO., INC.
July 2015 - February 2024 · 8 yrs 7 mos
Labrunerie Financial Services, INC.Broker
July 2015 - December 2023 · 8 yrs 5 mos
Ssn Advisory, INC.
July 2009 - June 2015 · 5 yrs 11 mos
Securities Service Network, INC.Broker
April 2002 - June 2015 · 13 yrs 2 mos
Securities America, INC.Broker
May 1994 - April 2002 · 7 yrs 11 mos
American Express Financial Advisors INC.Broker
August 1981 - May 1994 · 12 yrs 9 mos
Ids Financial Services INC.Broker
August 1981 - December 1986 · 5 yrs 4 mos
State Registrations1 state
MO
Advisor

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.
Paul Kanago - Financial Advisor | TrueAdvisor