Steven CohlmiaCRD Number: 1907495
Current Firm: Carey, Thomas, Hoover & Breault Advisors
Steven Cohlmia (CRD# 1907495) is an Investment Advisor Representative working at Carey, Thomas, Hoover & Breault Advisors in Wichita, KS and has over 22 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Carey, Thomas, Hoover, & Breault, Inc.||Wichita, KS||May 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1995|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
- Customer Dispute
- Regulatory Event
Total Assets Under Management188MILLIONS
Total Number of Accounts1,090ACCOUNTS
Average Account Value$172,539
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
AZ, CA, CO, FL, KS, LA, MO, NE, OK, TX