Michael D. Hill

KOHR INVESTMENTS

Seal Beach, CA 90740

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CRD#: 2843104

Professional summary

Michael Duane Hill is a registered financial advisor currently at KOHR INVESTMENTS located in Seal Beach, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

KOHR FINANCIAL & INSURANCE SERVICES INC, INSURANCE BUSINESS 5732 E. 2ND STREET, SUITE A, LONG BEACH, CA 90803 OWNER , START DATE 12/05/00 40+ HOURS. INSURANCE SERVICES/PRODUCTS. HILL FINANCIAL & INSURANCE SERVICES, INC. - SALE OF INSURANCE PRODUCTS. ONE STEP HR - SALE OF PAYROLL/HRIMS TECHNOLOGY AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Duane Hill's 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®

None

Experience

Current

December 5, 2019 - Present

KOHR INVESTMENTS

Office #1: 3020 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740

RIA

CRD#: 305796

Seal Beach, CA

Past

March 5, 2012 - August 26, 2021

O'CONNOR WEALTH MANAGEMENT, INC.

RIA

CRD#: 152316

MONROVIA, CA

Past

March 1, 2001 - February 21, 2012

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

LONG BEACH, CA

Past

May 3, 1999 - February 21, 2012

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

June 11, 1997 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR

California
(12/5/2019)

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

State Security Law Exam

IAR

Series 65

Date: 3/22/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/26/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/19/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/10/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KOHR INVESTMENTS

KOHR INVESTMENTS | KOHR INVESTMENTS, LLC

CRD#: 305796 / SEC#:

California

Registered Investment Advisory firm - (12/5/2019 Approved)

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Contact information

Main Address

26522 La Alameda #210, Mission Viejo, CA 92691

Mailing Address

Phone number

(949) 545-0229

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	99
AUM (Assets Under Management)	$ 19,351,616

Red Flags

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

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Michael D. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Duane Hill's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOHR INVESTMENTS

O'CONNOR WEALTH MANAGEMENT, INC.

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/1999

Series 63

Date: 6/26/1997

Series 7

Date: 11/19/1998

Series 6

Date: 6/10/1997

Current Firm

KOHR INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KOHR INVESTMENTS

TRUST BUT VERIFY

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