Ivo Nmn Kaufmann
Professional Summary
Ivo Nmn Kaufmann, who also goes by IVo Kaufman, Ivo Kaufmann, is a registered financial advisor currently at SSA WEALTH ADVISORS. Ivo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Ivo has worked at 3 firms and has passed the Series 66, Series 65, Series 63, Series 87, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ivo Kaufman, Ivo Kaufmann
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
SSA SWISS ADVISORS AG | SYZ SWISS ADVISORS S.A. | SSA WEALTH ADVISORS | SSA SWISS WEALTH ADVISORS AG | SSA SWISS ADVISORS S.A.
Contact Information
Main Address
Uraniastrasse 34 3rd Floor, Zurich 8001Phone Number
+41 44 206 60 40# of Employees
10SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
154AUM (Assets Under Management)
$817,492,952Similar 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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Primary Firm SEC Registration
SSA SWISS ADVISORS AG | SYZ SWISS ADVISORS S.A. | SSA WEALTH ADVISORS | SSA SWISS WEALTH ADVISORS AG | SSA SWISS ADVISORS S.A.
State Registrations and Notice Filings
(5/15/2026)
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.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Jul 2007About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ivo Nmn Kaufmann's CRS (Customer Relationship Summary).
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