AdvisorOS Directory
Claim Profile
KC

Kevin George Coholan

DEMMING FINANCIAL SERVICES CORP.·AURORA, Ohio
Unclaimed Profile
13 NEW HUDSON ROAD, AURORA, OH 44202CRD# 6874353Firm CRD# 120106
01

About

Kevin George Coholan is a registered financial advisor based in AURORA, Ohio, affiliated with DEMMING FINANCIAL SERVICES CORP.. 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
03

Firm Overview

Firm
DEMMING FINANCIAL SERVICES CORP.
DEMMING FINANCIAL SERVICES CORP.
AUM
$575M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at DEMMING FINANCIAL SERVICES CORP. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6874353
Firm CRD# 120106
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AURORA?

Browse all registered financial advisors in AURORA, Ohio or claim this profile if it's yours.

Browse AURORA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin George Coholan offer?
Kevin George Coholan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AURORA, Ohio for a consultation.
What are Kevin George Coholan's credentials?
Kevin George Coholan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin George Coholan located?
Kevin George Coholan is based in AURORA, Ohio, working with DEMMING FINANCIAL SERVICES CORP.. Their office serves clients in the AURORA metropolitan area and surrounding communities.
How does Kevin George Coholan charge for services?
Kevin George Coholan'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 DEMMING FINANCIAL SERVICES CORP.?
DEMMING FINANCIAL SERVICES CORP. has approximately 12 employees and manages $575M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in AURORA
David William Demming — DEMMING FINANCIAL SERVICES CORP.David William Demming — DEMMING FINANCIAL SERVICES CORP.Karen R Bordonaro — DEMMING FINANCIAL SERVICES CORP.Gail Marie Demming — DEMMING FINANCIAL SERVICES CORP.Patrick Aaron Justice — DEMMING FINANCIAL SERVICES CORP.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile