Kevin Patrick Kolson
CFP®Professional Summary
Kevin Patrick Kolson, CFP®, who also goes by Kevin P Kolson, is a registered financial advisor currently at DBA GENERATIONAL WEALTH STRATEGIES located in Irvine, California. Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kevin has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kevin P Kolson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
ADVANTAGE ASSET MANAGEMENT, INC. | GENERATIONAL WEALTH STRATEGIES | DBA GENERATIONAL WEALTH STRATEGIES | DBA FAMILY WEALTH LEADERSHIP | DBA ADVANTAGE FINANCIAL ADVISORY GROUP
Contact Information
Main Address
2 Venture, Suite 460, Irvine, CA 92618Phone Number
(949) 468-2000# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
226AUM (Assets Under Management)
$51,600,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/1/2014)
(7/29/2005)
(5/17/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kevin Patrick Kolson's CRS (Customer Relationship Summary).
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