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Kiplinger Wealth Advisors CRD 116726
$262M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
24 Remick Blvd, Springboro, OH 45066-9557 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-09 |
| OH | RA | APPROVED | 2000-01-01 |
Branch Locations
325 N Main Street Suite 202, Springboro, OH 45066 • United States
15300 Pearl Road Suite 201, Strongsville, OH 44136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kiplinger Investment Advisors Llc | Springboro | OH | 10/1998 | Present |
| Securities America Inc. | Springboro | OH | 06/2014 | 12/2021 |
| Private Client Services | Springboro | OH | 01/2022 | Present |
KIPLINGER INVESTMENT ADVISORS, LLC DBA KIPLINGER WEALTH ADVISORS. 24 REMICK BLVD, SPRINGBORO, OH 45066. RIA. 150 HRS/MO; 100 DURING TRADING HRS. PRIVATE CLIENT SERVICES, LLC; INVESTMENT RELATED; 2225 LEXINGTON RD., LOUISVILLE, KY 40206; REGISTERED REPRESENTATIVE; SPENDS APPROX. 50 HRS/MONTH; SAME DURING TRADING. INSURANCE AGENT; INVESTMENT RELATED; SAME OFFICE AS RIA; INSURANCE SALES; SPENDS APPROX. 10 HRS/MONTH; ABOUT THE SAME DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-01 |
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