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Kevin Koharki

1 Year of Experience
Lafayette, IN

Kevin Koharki is a registered investment advisor at Cae Investment Advisory, LLC, based in Lafayette, IN, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

One-Time Plan:$100 - $500
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Location

Lafayette, IN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin is the founder of CAE Consulting, LLC, a non-investment-related consulting business that develops training solutions for corporations and individuals. He spends about 10-20% of his time on this activity.

Employment History
Current Registrations
Cae Investment Advisory, LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Morgan Stanley
January 2005 - January 2005 · 0 mos
State Registrations1 state
IN
Advisor

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Exams
No exam information available for this advisor.