Brandi Kohlsmith
Brandi Kohlsmith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Thomas, KY, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1 Highland Ave, Suite F, Fort Thomas, KY, 41075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandi works as an associate/employee providing administrative support for Bisbe Capital since 2021. This takes about half of her time and occurs during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations4 states
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