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Brad Elliot Kiplinger

KIPLINGER INVESTMENT ADVISORS, LLC.·SPRINGBORO, Ohio
SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 72, Series 99TOClean record26 years registeredKIPLINGER INVESTMENT ADVISORS, LLC.
325 N. MAIN ST, SPRINGBORO, OH 45066-9557CRD# 2348381Firm CRD# 116726

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brad Elliot Kiplinger · SPRINGBORO, OH
Registration
CRD #2348381 · KIPLINGER INVESTMENT ADVISORS, LLC. · 26 years registered
Brand Profile
Not yet started
01

Career History

KIPLINGER WEALTH ADVISORS
Jan 2000 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 63
Series 72
Series 99TO
Registration record
First registered · January 1, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KIPLINGER INVESTMENT ADVISORS, LLC.
CRD 116726 · SEC 801-129277
AUM
$189M
Regulatory assets under management
Employees
3
949 client accounts
Services offered by KIPLINGER INVESTMENT ADVISORS, LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at KIPLINGER INVESTMENT ADVISORS, LLC. →
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05

Frequently Asked Questions

What services does Brad Elliot Kiplinger offer?
Brad Elliot Kiplinger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGBORO, Ohio for a consultation.
What are Brad Elliot Kiplinger's credentials?
Brad Elliot Kiplinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brad Elliot Kiplinger located?
Brad Elliot Kiplinger is based in SPRINGBORO, Ohio, working with KIPLINGER INVESTMENT ADVISORS, LLC.. Their office serves clients in the SPRINGBORO metropolitan area and surrounding communities.
How does Brad Elliot Kiplinger charge for services?
Brad Elliot Kiplinger's firm is compensated through percentage of aum, subscription fees, commissions, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KIPLINGER INVESTMENT ADVISORS, LLC.?
KIPLINGER INVESTMENT ADVISORS, LLC. has approximately 3 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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