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Jennifer L Kohls

Richardson Capital Management, LLC

Menomonee Falls, WI

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Current Employers
Richardson Capital Management, Llc

W134 N8688 Executive Parkway, Menomonee Falls, WI 53051 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-07-12
  • WI RA
    APPROVED
    Since 2024-07-12

Branch Locations

W134 N8688 Executive Parkway, Menomonee Falls, WI 53051 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Richardson Capital Management Menomonee Falls WI 10/2021 Present
Db Tax And Wealth South Milwaukee WI 09/2020 09/2021
Uw Parkside Kenosha WI 09/2019 12/2020
Milwaukee Area Tech College Oak Creek WI 08/2018 07/2019
Independent Contractor Oak Creek WI 01/2012 06/2018
  • 10/2021 → Present
    Richardson Capital Management
    Menomonee Falls, WI
  • 09/2020 → 09/2021
    Db Tax And Wealth
    South Milwaukee, WI
  • 09/2019 → 12/2020
    Uw Parkside
    Kenosha, WI
  • 08/2018 → 07/2019
    Milwaukee Area Tech College
    Oak Creek, WI
  • 01/2012 → 06/2018
    Independent Contractor
    Oak Creek, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-12
S63 Uniform Securities Agent State Law Examination 2024-02-24
  • S65 Uniform Investment Adviser Law Examination
    2024-07-12
  • S63 Uniform Securities Agent State Law Examination
    2024-02-24
Other Names
  • Jennifer Lynn Garbisch
  • Jennifer Lynn Garbisch
  • Jennifer Lynn Kohls
  • Jennifer L Kohls
  • Jennifer Kohls

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
EDWARD JONES

Other Investors

ROBERT ALAN MATHERS
David Mathers
ADAM J BROPHY
BENJAMIN TREVINO
JASON THOMAS SEYFERT
CHAD LOUIS BOLLIGER
Joanna Marie Niemiec
PATRICK JAMES KOHLER

Other Offices

VALMARK ADVISERS, INC. · Menomonee Falls, WI
PRINCIPAL SECURITIES, INC. · MENOMONEE FALLS, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MILWAUKEE, WI
FOCUS PARTNERS WEALTH, LLC · Milwaukee, WI
MUTUAL ADVISORS, LLC · Milwaukee, WI
U.S. BANCORP ADVISORS, LLC · Menomonee Falls, WI
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC · MILWAUKEE, WI
EDWARD JONES · MENOMONEE FALLS, WI

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