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Paul Robert Ohlin

PRIVATE CLIENT SERVICES, LLC·LOUISVILLE, Kentucky
Unclaimed Profile
2225 LEXINGTON ROAD, LOUISVILLE, KY 40206CRD# 3155567Firm CRD# 120222
01

About

Paul Robert Ohlin is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with PRIVATE CLIENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PRIVATE CLIENT SERVICES, LLC
PRIVATE CLIENT SERVICES, LLC
AUM
$846M
Regulatory assets under management
Employees
60
Total firm employees
View all advisors at PRIVATE CLIENT SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3155567
Firm CRD# 120222
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Robert Ohlin offer?
Paul Robert Ohlin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Paul Robert Ohlin's credentials?
Paul Robert Ohlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Robert Ohlin located?
Paul Robert Ohlin is based in LOUISVILLE, Kentucky, working with PRIVATE CLIENT SERVICES, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Paul Robert Ohlin charge for services?
Paul Robert Ohlin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE CLIENT SERVICES, LLC?
PRIVATE CLIENT SERVICES, LLC has approximately 60 employees and manages $846M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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