Kiplinger Wealth Advisors
Kiplinger Wealth Advisors (CRD# 116726) is a financial advisory firm headquartered in Springboro, OH. They manage $189,133,302 in 949 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management189MILLION
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Total Number of Accounts949ACCOUNTS
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Average Account Value$199,297
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IN, KY, OH, TN, TX
Brad Kiplinger (CRD# 2348381) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 30 years of experience in the finance industry.
Douglas Koogler (CRD# 1860457) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 35 years of experience in the finance industry.
Paul Purcell (CRD# 4128467) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 22 years of experience in the finance industry.
Tyler Purcell (CRD# 6103254) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 11 years of experience in the finance industry.