EK
CFP
EK
CFP

Edward Joseph Kohlhepp

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
307 clients
Average Client Portfolio
$622K average
Assets Under Management
$191.0M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

3655 Route 202, Suite 100, Doylestown, PA, 18902

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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

Edward is an independent insurance agent since 2002, dedicating a few hours per week. He is also the president/owner and advisory representative of Kohlhepp Investment Advisors, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.
July 2004 - Present · 21 yrs 7 mos
Cambridge Investment Research, INC.Broker
July 2004 - Present · 21 yrs 7 mos
Kohlhepp Investment Advisors, LTD.
February 2002 - Present · 24 yrs
Previous Registrations
Lincoln Investment Planning, INC.Broker
July 2000 - August 2004 · 4 yrs 1 mo
Vanguard Marketing CorporationBroker
December 1996 - July 2000 · 3 yrs 7 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.