Edward Joseph Kohlhepp
Investment adviser representative at Kohlhepp Investment Advisors, Ltd.
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$204.6MFirm 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 assetsHourlyFixed 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
26 years in the industry.
- Cambridge Investment Research, Inc.Jul 2004 to now
- Kohlhepp Investment Advisors, Ltd.Jul 2000 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Kohlhepp Investment Advisors, Ltd.
$204.6MAssets managed
201Clients
3Advisers
25 yearsIn 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
- 2814743
- Firm CRD
- 113989