Paul Kohlman
Paul Kohlman is a ChFC-designated registered investment advisor at Kpp Advisory Services LLC, based in Evansville, IN, with 39 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,995 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory program fees are negotiable, subject to a maximum annual fee of 2.50% (and up to 3.00% for certain third-party manager programs).
Fee Estimator
Location
1010 Lincoln Avenue, Evansville, IN, 47714
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is involved in several business activities, including real estate investments through AFG Properties LLC, and operating his LPL business through AFG & ROI Financial LLP. He also sells fixed annuities, life insurance, and long-term care through AFG Financial LLC, dedicating about a quarter of his time to this, and provides investment advisory services through KPP Advisory Services LLC on a full-time basis.
Employment History
Current Registrations
Kpp Advisory Services LLC
LPL Financial LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Manequity, INC.Broker
Aul Equity Sales CORP.Broker
American United Life Insurance CompanyBroker
State Registrations10 states
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
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