Calen Kolb
Calen Kolb is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, with 22 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
6855 SW Baylor St, Tigard, OR, 97223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Calen works as an Operations Manager and assistant at Kruse Woods Financial Partners since 2014. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
First Investors CorporationBroker
State Registrations34 states
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