Jennifer L Kohls
Investment adviser representative at Richardson Capital Management, LLC
14 yearsExperience
1 stateRegistered in
$582.2MFirm assets
22 yearsFirm in business
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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
Experience
14 years in the industry.
- Richardson Capital Management, LLCOct 2021 to now
- Db Tax and WealthSep 2020 to Sep 2021
- Uw ParksideSep 2019 to Dec 2020
- Milwaukee Area Tech CollegeAug 2018 to Jul 2019
- Independent ContractorJan 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
Richardson Capital Management, LLC
$582.2MAssets managed
262Clients
7Advisers
22 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
- 2988556
- Firm CRD
- 130985