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Edward Joseph Kohlhepp

Kohlhepp Investment Advisors, Ltd.

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About Edward Joseph Kohlhepp

Edward Joseph Kohlhepp is a financial advisor with over 25 years of experience in the financial services industry. Edward is registered with Kohlhepp Investment Advisors, Ltd. as a Registered Investment Advisor. Edward is also a Certified Financial Planner.

Firm Information

Edward Kohlhepp is currently registered with Kohlhepp Investment Advisors, Ltd.. Kohlhepp Investment Advisors, Ltd. is an investment advisor headquartered in Doylestown, Pennsylvania. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage over $173 million in assets for 900 clients, primarily high-net-worth individuals and individuals other than high-net-worth.
Kohlhepp Investment Advisors, Ltd.

3655 ROUTE 202

DOYLESTOWN, PA 18902

$173.21M

Assets Under Management

4

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Kohlhepp’s Registration & Firm History

PA

09/13/2022 - Present

Kohlhepp Investment Advisors, Ltd. (DOYLESTOWN PA)

PA

07/31/2000 - 08/13/2004

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

PA

12/03/1996 - 07/07/2000

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 08/21/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2009

Series 7 - General Securities Representative Examination

BC

Issued 12/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Joseph Kohlhepp.
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