Bhoopinder Singh Kohli

Employer firm

Kfico, LLC Registered Investment Advisor CRD 155673

$42.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• ANNUITIES, LIFE INSURANCES

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

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

Current Employers

Employment History

• 05/2000 → Present
  National Life Of Vermont
  Montpelier, VT
• 10/2010 → Present
  Mcl Financial Group, Inc.
  Santa Ana, CA
• 10/2010 → Present
  Kfico, Llc
  Tustin, CA

Previous Registrations

• 2017-06-28 → 2018-08-10
  Surya Capital, Llc
  Tustin, CA
• 2011-01-06 → 2016-12-31
  Kfico, Llc Registered Investment Advisor
  Tustin, CA
• 2010-10-18 → 2011-01-28
  Mcl Financial Group, Inc.
  Santa Ana, CA
  Tustin, CA
• 2002-02-15 → 2010-10-20
  Equity Services, Inc.
  Glendale, CA
  Tustin, CA
  Agoura Hills, CA
  Tustin, CA

Other Businesses

*FINANCIA INC INS SERVICES, NOT INV REL, TUSTIN CA, INS SALES, RESIDENT PRODUCER, 05/15/00-PRES, 20-30 HRS/MO, AGENT FOR VARIOUS INSURANCE COMPANIES PROVIDING LIFE, HEALTH, DIS, P&C, & WORMAN COMP, PLUS CONSULTING & ADMIN SERVICES; *BHOOPI S KOHLI, NOT INV REL, TUSTIN CA, SALES OF LIFE, HEALTH DIS, P&C, WORKMAN COMP, GENERAL LINES AGENT, CA 1982 TO PRES, TX 12/1999 TO PRES, 20-30 HRS/MO INCLUDING 10 HRS DURING TRADING HRS, INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES PROVIDING LIFE, HEALTH, DIS, P&C, & WORMAN COMP, PLUS CONSULTING & ADMIN SERVICES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-07-27

Designations

• Chartered Financial Consultant

Other Names

• Bhoopi Kohli