Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Kohlman is an investment advisor representative with KPP Advisory Services LLC, based in Evansville, Indiana. Paul has been in the financial services industry since 1987 and has a diverse background including experience with Concourse Financial Group Securities, Inc., MANEQUITY, INC., AUL EQUITY SALES CORP., and AMERICAN UNITED LIFE INSURANCE COMPANY. Paul is registered with the state of Indiana and holds Series 6, 7, and 66 licenses. He is also a Chartered Financial Consultant.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
10/02/2023 - Present
KPP Advisory Services LLC (Evansville IN)
IN
02/03/1989 - 10/18/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Evansville IN)
MA
04/19/1988 - 02/04/1989
MANEQUITY, INC. (BOSTON MA)
NA
03/13/1987 - 04/29/1988
AUL EQUITY SALES CORP.
NA
03/13/1987 - 04/28/1988
AMERICAN UNITED LIFE INSURANCE COMPANY
BOTH
Issued 10/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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