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Amalia Kohler

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
N/A
Firm Size
70 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amalia works as a real estate agent for Berkshire Hathaway Fox Roach since 2008, focusing on real estate development, rental, and leasing. This activity takes a few hours per week.

Employment History
Current Registrations
Horace Mann Investors, INC.
May 2024 - Present · 1 yr 9 mos
Horace Mann Investors, INC.Broker
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Financial Planning Services
July 2022 - August 2023 · 1 yr 1 mo
Pruco Securities, LLC.Broker
July 2022 - August 2023 · 1 yr 1 mo
Horace Mann Investors, INC.Broker
April 2022 - June 2022 · 2 mos
Prudential Financial Planning Services
July 2021 - March 2022 · 8 mos
Pruco Securities, LLC.Broker
July 2019 - March 2022 · 2 yrs 8 mos
State Registrations15 states
CTDCDEMAMDMEMINHNJNYOHPARIVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amalia Kohler - Financial Advisor | TrueAdvisor