Kiplinger Wealth Advisors

Kiplinger Wealth Advisors (CRD# 116726) is a financial advisory firm headquartered in Springboro, OH. They manage $189,133,302 in 949 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
325 N. Main St, Suite 202, Springboro, OH 45066
https://www.linkedin.com/company/kiplinger-wealth-advisors/
By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    949
    ACCOUNTS
  • Average Account Value
    $199,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, OH, TN, TX

Financial Advisors at Kiplinger Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Brad Kiplinger, financial advisor Springboro OH
Brad E. Kiplinger
CRD#: 2348381
325 N Main Street, Suite 202, Springboro, OH 45066

Brad Kiplinger (CRD# 2348381) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 30 years of experience in the finance industry.

2
Douglas Koogler, financial advisor Springboro OH
Douglas J. Koogler
CRD#: 1860457
325 North Main St, Ste 202, Springboro, OH 45066

Douglas Koogler (CRD# 1860457) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 35 years of experience in the finance industry.

3
Paul Purcell, financial advisor Springboro OH
Paul J. Purcell
CRD#: 4128467
325 N Main St Ste 202, Springboro, OH 45066

Paul Purcell (CRD# 4128467) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 22 years of experience in the finance industry.

4
Tyler Purcell, financial advisor Springboro OH
Tyler Purcell
CRD#: 6103254
325 N. Main St, Suite 202, Springboro, OH 45066

Tyler Purcell (CRD# 6103254) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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