Ronald Pohl (CRD# 4491151) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Robinson, IL and has over 5 years of experience in the finance industry.
CRD# 6589194
Edward Jones
CRD# 6862499
Edward Jones
CRD# 3021469
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ronald J. Pohl, Sole Proprietor | Evansville, IN | Jan 2023 - Current | 1 |
| Kcpag Financial Advisors LLC | Evansville, IN | Oct 2022 - Current | 1 |
| Kemper Capital Management, LLC | Evansville, IN | Oct 2022 - Current | 1 |
| Rj Pohl Advisor Services, Inc. | Evansville, IN | Nov 2000 - Dec 2022 | 22 |
| Rj Pohl & Associates, Pc | Evansville, IN | Oct 1989 - Dec 2022 | 33 |
| Smj Properties, LLC | Evansville, IN | Jan 2000 - Dec 2018 | 18 |
| Egen, LLC | Evansville, IN | Sep 2001 - Dec 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- IN
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts298ACCOUNTS
-
Average Account Value$40,019
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, IN, KY, LA, MO, TN, TX
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