Karl Heinz Kohne
Investment adviser representative at One Degree Advisors, Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$489MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- One Degree Advisors, Inc.Jun 2024 to now
- California Baptist UniversitySep 2022 to Jun 2024
- The Conservatory for Coffee, Tea, and CocaoJun 2018 to Jun 2024
- Southern California Christian AcademySep 2008 to Jun 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
One Degree Advisors, Inc.
$489MAssets managed
466Clients
7Advisers
12 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
- 8267351
- Firm CRD
- 170392