Paul Edward Kohlman
Investment adviser representative at Roi Financial Planning
38 yearsExperience
1 stateRegistered in
ChFC®Designation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- Roi Financial PlanningOct 2026 to now
- LPL Financial LLCOct 2023 to now
- Afg Financial, LLCSep 1988 to now
- Concourse Financial Group Securities IncFeb 1989 to Oct 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IN).
Roi Financial Planning
Legal name: Roi Financial Planning, LLC
$0Assets managed
0Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1627664
- Firm CRD
- 341025