Rj Pohl Advisor Services, Inc.

Rj Pohl Advisor Services, Inc. (CRD# 118387) is a financial advisory firm headquartered in Evansville, IN. They manage $20,015,629 in 234 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $85,537
Compensation Options
  • A percentage of assets under your management
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.

IN

Financial Advisors at Rj Pohl Advisor Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Karen M. Lively
CRD#: 4160189
6536 Toney Lane, Evansville, IN 47715
93
Wealthminder
score

Karen Lively (CRD# 4160189) is an Investment Advisor Representative working at Rj Pohl Advisor Services, Inc. in Evansville, IN and has over 18 years of experience in the finance industry.

2
Ronald J. Pohl
CRD#: 4491151
6536 Toney Lane, Evansville, IN 47715
90
Wealthminder
score

Ronald Pohl (CRD# 4491151) is an Investment Advisor Representative working at Rj Pohl Advisor Services, Inc. in Evansville, IN and has 1 year of experience in the finance industry. Ronald Pohl 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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