Quintan Adam Kocher
Investment adviser representative at Expand Financial, LLC
10 yearsExperience
2 statesRegistered in
$2.8BFirm assets
5 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Expand Financial, LLC F/k/a Boa, LLCApr 2012 to now
- Expand Financial, LLCMar 2012 to now
- July Business ServicesOct 2019 to Mar 2021
- Summit Benefit SolutionsOct 2011 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Expand Financial, LLC
$2.8BAssets managed
1,858Clients
7Advisers
5 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
- 6011295
- Firm CRD
- 152515