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Kevin Joseph Koharki

Cae Investment Advisory, LLC

Lafayette, IN

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Current Employers
Cae Investment Advisory, Llc

237 Stacey Hollow Drive, Lafayette, IN 47905 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-18
  • IN RA
    APPROVED
    Since 2025-03-18

Branch Locations

Lafayette, IN • 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
Purdue University West Lafayette IN 07/2018 Present
Washington University In St. Louis Saint Louis MO 07/2014 06/2018
  • 07/2018 → Present
    Purdue University
    West Lafayette, IN
  • 07/2014 → 06/2018
    Washington University In St. Louis
    Saint Louis, MO
Previous Registrations
  • 2005-01-10 → 2005-01-20
    Morgan Stanley Dw Inc.
    St.PEtersbur, FL
Other Businesses

CAE Consulting, LLC Non-investment-related 237 Stacey Hollow Drive, Lafayette, IN 47905 Consulting with corporations and individuals Founder November 2022 20 0 Develop training solutions for corporations and individuals

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-17
S66 Uniform Combined State Law Examination 2004-10-01
  • S65 Uniform Investment Adviser Law Examination
    2025-01-17
  • S66 Uniform Combined State Law Examination
    2004-10-01
Other Names
  • Kevin Koharki

View on SEC IAPD

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