Edward John Kohlhepp

CFP · ChFC

Kohlhepp Investment Advisors, LTD.

56 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Kohlhepp Investment Advisors, LTD.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

307 clients

Average Client Portfolio

$622K average

Assets Under Management

$191.0M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

3655 Route 202, Suite 100, Doylestown, PA, 18902

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History

Regulatory History (1)

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Customer Dispute

July 2022

Denied

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Other Business ActivitiesSells Insurance

Edward is an independent insurance agent for various companies and dedicates minimal time to this. He also owns rental property, is the founder/CEO of Kohlhepp Investment Advisors, and a board member of Parvee Foundation.

Employment History

Current Registrations

Cambridge Investment Research, INC.

July 2004 - Present · 21 yrs 7 mos

Cambridge Investment Research, INC.Broker

July 2004 - Present · 21 yrs 7 mos

Kohlhepp Investment Advisors, LTD.

May 1999 - Present · 26 yrs 9 mos

Previous Registrations

Higham-Whitridge Securities, INC.Broker

May 1977 - January 1980 · 2 yrs 8 mos

Travelers Equities Sales, INC.Broker

October 1974 - June 1976 · 1 yr 8 mos

Lincoln Investment Planning, INC.Broker

April 1969 - August 2004 · 35 yrs 4 mos

State Registrations15 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.