Unclaimed Profile

Kevin Patrick Kolson

ADVANTAGE ASSET MANAGEMENT, INC.·IRVINE, California

Series 7, Series 63, Series 6521 years registeredADVANTAGE ASSET MANAGEMENT, INC.

2 VENTURE, SUITE 460, IRVINE, CA 92618CRD# 2415841Firm CRD# 111203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Patrick Kolson · IRVINE, CA

Registration

CRD #2415841 · ADVANTAGE ASSET MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

DBA GENERATIONAL WEALTH STRATEGIES

Jul 2005 – present

NEXT FINANCIAL GROUP, INC.

Jan 2009 – Apr 2009

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 29, 2005

Years registered · 21

Disclosure History

2010Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ADVANTAGE ASSET MANAGEMENT, INC.

CRD 111203 · SEC 801-60216

AUM

$25M

Regulatory assets under management

Employees

120 client accounts

Services offered by ADVANTAGE ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADVANTAGE ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin Patrick Kolson offer?

Kevin Patrick Kolson specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Kevin Patrick Kolson's credentials?

Kevin Patrick Kolson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Patrick Kolson located?

Kevin Patrick Kolson is based in IRVINE, California, working with ADVANTAGE ASSET MANAGEMENT, INC.. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Kevin Patrick Kolson charge for services?

Kevin Patrick Kolson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVANTAGE ASSET MANAGEMENT, INC.?

ADVANTAGE ASSET MANAGEMENT, INC. has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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