Kiplinger Wealth Advisors

Kiplinger Wealth Advisors (CRD# 116726) is a financial advisory firm headquartered in Springboro, OH. They manage $36,300,397 in 245 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $148,165
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
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.

OH, TX

Financial Advisors at Kiplinger Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Douglas J. Koogler
CRD#: 1860457
325 North Main St, Ste 202, Springboro, OH 45066
93
Wealthminder
score

Douglas Koogler (CRD# 1860457) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 29 years of experience in the finance industry.

2
Brad E. Kiplinger
CRD#: 2348381
325 N Main Street, Suite 202, Springboro, OH 45066
81
Wealthminder
score

Brad Kiplinger (CRD# 2348381) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 24 years of experience in the finance industry.

3
Paul J. Purcell
CRD#: 4128467
325 N Main St Ste 202, Springboro, OH 45066
73
Wealthminder
score

Paul Purcell (CRD# 4128467) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 16 years of experience in the finance industry.

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