Paul Jacob Purcell
Investment adviser representative at Kiplinger Wealth Advisors
26 yearsExperience
1 stateRegistered in
$261.7MFirm assets
2 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 assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Private Client ServicesJan 2022 to now
- Kiplinger Wealth AdvisorsSep 2014 to now
- Senior Financial GroupJan 2000 to now
- Securities America, Inc.Sep 2014 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (OH).
Kiplinger Wealth Advisors
Legal name: Kiplinger Investment Advisors, LLC.
$261.7MAssets managed
434Clients
5Advisers
2 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
- 4128467
- Firm CRD
- 116726