Aaron J Klop

Employer firm

Ohlmann Investment Advisors LLC CRD 165354

$17.3M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Ohlmann Investment Advisors Llc

Traverse City, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-01-01
IN	RA	APPROVED	2017-10-30

MI RA
APPROVED

Since 2025-01-01
IN RA
APPROVED

Since 2017-10-30

Branch Locations

Traverse City, MI • 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

Organization	City	State	From	To
Ohlmann Investment Advisors	Grand Rapids	MI	10/2013	Present
Ohlmann Investment Advisors, Llc	Grand Rapids	MI	10/2013	Present

10/2013 → Present

Ohlmann Investment Advisors

Grand Rapids, MI
10/2013 → Present

Ohlmann Investment Advisors, Llc

Grand Rapids, MI

Other Businesses

Aaron James Klop is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Ohlmann Investment Advisors, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Ohlmann Investment Advisors, LLC in their capacity as a licensed insurance agent.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-10-30
S63	Uniform Securities Agent State Law Examination	2002-07-25

S65 Uniform Investment Adviser Law Examination

2017-10-30
S63 Uniform Securities Agent State Law Examination

2002-07-25

View on SEC IAPD