Christopher Kohne, financial advisor Duluth GA

Christopher Kohne

CRD Number: 2878131
Current Firm: Sugarloaf Wealth Management, LLC

Christopher Kohne (CRD# 2878131) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 26 years of experience in the finance industry. Christopher Kohne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sugarloaf Wealth Management, LLC Duluth, GA Feb 2018 - Current 6
Triad Advisors Norcross, GA Feb 2018 - Current 6
Lincoln Financial Advisors Corporation Suwanee, GA Apr 1997 - Jan 2018 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
Contact Info for Christopher M. Kohne
Phone Number: 770.985.5473
Firm Website: https://www.swmllc.com/
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    511
    MILLIONS
  • Total Number of Accounts
    1,421
    ACCOUNTS
  • Average Account Value
    $359,553
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, FL, GA, LA, NC, SC, TN, TX

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