Jeffrey Kohl (CRD# 2343012) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 30 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alps Distributors, Inc. | Denver, CO | Sep 2019 - Current | 4 |
| Heartland Advisors Inc. | Milwaukee, WI | Sep 2019 - Current | 4 |
| Unemployed | New Berlin, WI | Oct 2018 - Sep 2019 | < 1 |
| Fenimore Securities, Inc. | Cobleskill, NY | Nov 2015 - Oct 2018 | 2 |
| Fenimore Asset Management, Inc. | Cobleskill, NE | Nov 2015 - Oct 2018 | 2 |
| Unemployed | New Berlin, WI | Jun 2015 - Nov 2015 | < 1 |
| Heartland Advisors, Inc. | Milwaukee, WI | Apr 1996 - Jun 2015 | 19 |
| Alps Distributers, Inc. | Denver, CO | Apr 1996 - Jun 2015 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WI
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Total Assets Under Management1,980MILLIONS
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Total Number of Accounts98ACCOUNTS
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Average Account Value$20,206,682
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, LA, MA, MD, MI, MN, MO, NE, NJ, NV, NY, OH, TN, TX, WI
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