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Wheeler Elliott Chapman

Kokua Capital Management

Chapel Hill, NC

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Current Employers
Kokua Capital Management

Honolulu, HI • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-08-24
NC RA APPROVED 2013-08-16
  • TX RA
    APPROVED_RES
    Since 2021-08-24
  • NC RA
    APPROVED
    Since 2013-08-16

Branch Locations

Chapel Hill, NC • 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
Chapman Financial Group, Llc (Formerly Ifm, Llc) Lake Zurich IL 06/2013 Present
Kokua Capital Managerment, Llc Chicago IL 06/2016 Present
  • 06/2013 → Present
    Chapman Financial Group, Llc (Formerly Ifm, Llc)
    Lake Zurich, IL
  • 06/2016 → Present
    Kokua Capital Managerment, Llc
    Chicago, IL
Previous Registrations
  • 2016-08-12 → 2024-12-18
    Kokua Capital Management, Llc
    Lake Zurich, IL
    Kailua, HI
  • 2008-10-03 → 2013-08-16
    United Capital Financial Advisors
    Northbrook, IL
  • 1997-09-06 → 2009-03-04
    Integrated Financial Management Inc
    Northbrook, IL
  • 1997-09-06 → 2002-12-31
    Integrated Financial Management Inc
    Northbrook, IL

View on SEC IAPD

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