Edward J. Kohlhepp

KOHLHEPP INVESTMENT ADVISORS, LTD.

Doylestown, PA 18902

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CRD#: 2814743

Professional summary

Edward Joseph Kohlhepp JR, CFP®, who also goes by Ed Kohlhepp Jr, Eddie Kohlhepp Jr, is a registered financial advisor currently at KOHLHEPP INVESTMENT ADVISORS, LTD. located in Doylestown, Pennsylvania and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Doylestown, Pennsylvania.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Edward has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Retirement Income Management

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

Ed Kohlhepp Jr | Eddie Kohlhepp Jr

Other business activities

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.

1) INDEPENDENT INSURANCE AGENT, DOYLESTOWN, PA, 12/2002 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/WK - 2/TRADING. 2) KOHLHEPP INVESTMENT ADVISORS, LTD, 3655 RTE 202, STE 100, DOYLESTOWN, PA, 7/2000 AS PRESIDENT/OWNER, ADVISORY REP OF A RIA. INV REL - 55/WK - 32.5/TRADING 3) Men of LaSalle / 8605 Cheltenham Avenue, Wyndmoor PA 19038 / 06/01/2022 / NIR / BOARD MEMBER / 4 HR/MO - 0 HR/MO TRADING 4) EDWARD J.KOHLHEPP, JR., 8605 Cheltenham Avenue, Wyndmoor PA 19038, 06/01/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 8 HR/MO, 0 HR/MO TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Kohlhepp JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

February 15, 2002 - Present

KOHLHEPP INVESTMENT ADVISORS, LTD.

Office #1: 3655 Route 202 Suite 100, Doylestown, PA 18902

RIA

CRD#: 113989

Doylestown, PA

Current

July 30, 2004 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 3655 Route 202 Suite 100, Doylestown, PA 18902

CRD#: 39543

Doylestown, PA

Past

July 31, 2000 - August 13, 2004

LINCOLN INVESTMENT

CRD#: 519

FORT WASHINGTON, PA

Past

December 3, 1996 - July 7, 2000

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KOHLHEPP INVESTMENT ADVISORS, LTD.

CRD#: 113989 / SEC#: 801-60581

RIA

Registered Investment Advisory firm - (9/24/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(1/2/2019)

Colorado
(8/12/2009)

Delaware
(1/2/2019)

Florida
(1/2/2019)

Hawaii
(6/4/2021)

Indiana
(7/29/2021)

Louisiana
(7/29/2021)

Maryland
(5/6/2010)

Massachusetts
(1/2/2019)

New Jersey
(7/30/2004)

North Carolina
(1/2/2019)

Oregon
(2/4/2025)

IAR

Pennsylvania
(2/15/2002)

Pennsylvania
(7/30/2004)

Texas
(1/2/2019)

IAR

Texas
(9/13/2022)

Virginia
(2/4/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/21/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/8/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/11/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/2/1996

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

KOHLHEPP INVESTMENT ADVISORS, LTD.

CRD#: 113989 / SEC#: 801-60581

RIA

Registered Investment Advisory firm - (9/24/2001 Approved)

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Contact information

Main Address

3655 Route 202 Suite 100, Doylestown, PA 18902

Mailing Address

Phone number

(215) 340-5777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOHLHEPP INVESTMENT ADVISORS, LTD. AMENDED FORM ADV, PART 2A. (3/17/2025)

Regulatory assets under management

Total Number of Accounts	898
AUM (Assets Under Management)	$ 191,033,315

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Edward J. Kohlhepp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Kohlhepp JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

LINCOLN INVESTMENT

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

KOHLHEPP INVESTMENT ADVISORS, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2001

Series 63

Date: 11/8/1996

SIE

Date: 10/1/2018

Series 7

Date: 5/11/2009

Series 6

Date: 12/2/1996

FINRA

Current Firm

KOHLHEPP INVESTMENT ADVISORS, LTD.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KOHLHEPP INVESTMENT ADVISORS, LTD.

TRUST BUT VERIFY

Contact information

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