Michael Paul Kolb

Employer firm

Kintra Wealth, LLC CRD 299407

$1.50B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2013 → 01/2019
  H K Wealth Management, Inc
  Williamsport, PA
• 09/2015 → 01/2019
  Commonwealth Financial Network
  Waltham, MA
• 01/2019 → Present
  Evergreen Wealth Solutions, Llc
  Williamsport, PA

Previous Registrations

• 2015-09-18 → 2019-04-05
  Commonwealth Financial Network
  Williamsport, PA
  Towanda, PA
• 2010-09-20 → 2015-09-17
  Voya Financial Advisors, Inc.
  Williamsport, PA
  Williamsport, PA
• 2007-09-10 → 2008-10-03
  Wells Fargo Advisors Financial Network, Llc
  Montoursville, PA

Other Businesses

Lycoming County United Way (non-profit), Appropriations committee member, not at branch location.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-07

Designations

• Certified Financial Planner