Kolman Investor Coaching

Kolman Investor Coaching (CRD# 138160) is a financial advisory firm headquartered in Jackson, MI. They manage $22,000,000 in 110 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

MI, OK

Financial Advisors at Kolman Investor Coaching
Showing 1 - 1 of 1 top financial advisors.
1
Theodore R. Kolman
CRD#: 4666901
2540 Spring Arbor Rd, Jackson, MI 49203
93
Wealthminder
score

Theodore Kolman (CRD# 4666901) is an Investment Advisor Representative working at Kolman Investor Coaching in Jackson, MI and has over 13 years of experience in the finance industry.

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