KIPLINGER INVESTMENT ADVISORS, LLC.

KIPLINGER WEALTH ADVISORS
SPRINGBORO, Ohio·1 registered advisor·CRD# 116726
SEC# 801-1292772937-886-1442
01

Firm Overview

AUM
$189M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Commissions
Other: SOLICITOR/REFERRAL FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KIPLINGER INVESTMENT ADVISORS, LLC.

1 registered advisor
Brad Elliot Kiplinger
SPRINGBORO, Ohio
05

Office Locations

SPRINGBORO, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. KIPLINGER INVESTMENT ADVISORS, LLC. (CRD# 116726) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.