Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Lance Kohl is an active investment advisor representative in Minnesota, with over 40 years of experience in the industry. Rex is currently registered with M Holdings Securities, Inc. and has previously held positions at LPL FINANCIAL LLC, Jefferson Pilot Securities Corporation, Askar Corp., Federation for Financial Independence, Associated Financial Services, Inc., and Fridlund Securities Company. Rex holds licenses for Series 63, 65, 7, 1, 24, and SIE exams. Rex has been registered in a number of states including, Arizona, Colorado, Delaware, Florida, Georgia, Illinois, Michigan, Minnesota, Nebraska, New York, Ohio, Oregon, Texas, and Wisconsin.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
NY
02/24/2021 - Present
M Holdings Securities, Inc. (UNIONDALE NY)
MN
12/10/2001 - 09/10/2020
LPL FINANCIAL LLC (MINNETONKA MN)
IN
02/02/2001 - 12/05/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MN
12/20/1990 - 12/31/2000
ASKAR CORP. (BLOOMINGTON MN)
NA
07/01/1987 - 10/05/1990
FEDERATION FOR FINANCIAL INDEPENDENCE
ND
12/16/1986 - 11/08/1988
ASSOCIATED FINANCIAL SERVICES, INC. (FARGO ND)
NA
11/02/1979 - 12/10/1986
FRIDLUND SECURITIES COMPANY
NA
08/25/1975 - 01/06/1980
ASSOCIATED FINANCIAL SERVICES, INC.
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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