David Chisholm Kohlhaas

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → Present
  Raymond James Financial Services
  Duluth, MN
• 09/2011 → Present
  Raymond James Financial Services Advisors Inc.
  Duluth, MN

Previous Registrations

• 2006-09-12 → 2011-09-27
  Ubs Financial Services Inc.
  Duluth, MN

Other Businesses

(1)Name of Business: Ascential Wealth Address: 11 E Superior Street, Duluth, MN, 55802, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/31/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: financial advisor

Exams

• S66 Uniform Combined State Law Examination
  2004-04-02