Unclaimed Profile

Richard Isaac Kohlbacher

FINANCIAL SOLUTIONS, INC.·TULSA, Oklahoma

SIE, Series 7, Series 63, Series 66Clean record9 years registeredFINANCIAL SOLUTIONS, INC.

320 SOUTH BOSTON, TULSA, OK 74103-4700CRD# 6422534Firm CRD# 123760

Profile Verification

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

Identity

Richard Isaac Kohlbacher · TULSA, OK

Registration

CRD #6422534 · FINANCIAL SOLUTIONS, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL SOLUTIONS, INC.

FINANCIAL SOLUTIONS, INC.

Jan 2017 – Mar 2021

TULSA, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · January 1, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL SOLUTIONS, INC.

CRD 123760 · SEC 801-62917

AUM

$75M

Regulatory assets under management

Employees

3 client accounts

Services offered by FINANCIAL SOLUTIONS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FINANCIAL SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Richard Isaac Kohlbacher offer?

Richard Isaac Kohlbacher specializes in Investment Management, Wealth Management.

What are Richard Isaac Kohlbacher's credentials?

Richard Isaac Kohlbacher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Isaac Kohlbacher located?

Richard Isaac Kohlbacher is based in TULSA, Oklahoma, last registered with FINANCIAL SOLUTIONS, INC..

How does Richard Isaac Kohlbacher charge for services?

Richard Isaac Kohlbacher's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL SOLUTIONS, INC.?

FINANCIAL SOLUTIONS, INC. has approximately 2 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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