Kaufman Advisory Services, Inc.

Kaufman Advisory Services, Inc. (CRD# 123013) is a financial advisory firm headquartered in Reading, PA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Kaufman Advisory Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Douglas A. Kaufman, CFP®, ChFC®
CRD#: 5679680
1609 Lancaster Avenue, Reading, PA 19607
103
Wealthminder
score

Client reviews-

 

http://www.ptindirectory.com/tax-preparer-listing.cfm?cpa_dir_id=951202

 

-Graduated from Bloomsburg University- 2010

 

-State securities and insurance licenses obtained during and shortly after graduating from Bloomsburg University- 2009 and 2010

 

-Received and maintains CFP® designation (CERTIFIED FINANCIAL PLANNER)- 2014

 

-Received and maintains the IRS Annual Filing Season Program (AFSP)- 2014

 

-Received and maintains ChFC® designation (Chartered Financial Consultant) from the American College- 2015

 

Douglas Kaufman (CRD# 5679680) is an Investment Advisor Representative working at Kaufman Advisory Services, Inc. in Reading, PA and has over 6 years of experience in the finance industry. Douglas Kaufman 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Keith R. Kaufman
CRD#: 4249872
1609 Lancaster Avenue, Reading, PA 19607
93
Wealthminder
score

Keith Kaufman (CRD# 4249872) is an Investment Advisor Representative working at Kaufman Advisory Services, Inc. in Reading, PA and has over 15 years of experience in the finance industry.

3
Christopher A. Kaufman
CRD#: 5986834
1609 Lancaster Avenue, Reading, PA 19607
90
Wealthminder
score

Christopher Kaufman (CRD# 5986834) is an Investment Advisor Representative working at Kaufman Advisory Services, Inc. in Reading, PA and has over 4 years of experience in the finance industry.

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