RP
Ronald J. Pohl
KCPAG FINANCIAL ADVISORS LLC
Evansville, IN 47715
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CRD#: 4491151
RP
Professional summary
Ronald Joseph Pohl, who also goes by Ron Pohl, is a registered financial advisor currently at KCPAG FINANCIAL ADVISORS LLC located in Evansville, Indiana.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Ronald has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ron Pohl
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.
GUGGMAN HAUS BREWING COMPANY LLC 1701 GENT AVE INDIANAPOLIS, IN 46202 NON-INVESTMENT RELATED BREWERY MINORITY OWNER JANUARY 2019 TO PRESENT DUTIES MAY INCLUDE SOME ACCOUNTING, PAYROLL AND TAX ASSISTANCE/ADVICE VERY LITTLE TIME WILL BE DEVOTED TO THIS BUSINESS, NONE OF WHICH WILL BE DURING SECURITIES TRADING HOURS. Ronald J Pohl, Sole Proprietor 01/2023 to Present Evansville, IN Accountant and tax preparation Approximately 50% of his time is spent on this activity
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Joseph Pohl'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®
NoneExperience
Current
October 6, 2022 - Present
KCPAG FINANCIAL ADVISORS LLC
Office #1: 7200 Eagle Crest Blvd, Evansville, IN 47715RIA
CRD#: 117491
Evansville, IN
Past
August 21, 2018 - December 31, 2022
RJ POHL ADVISOR SERVICES, INC.
RIA
CRD#: 118387
EVANSVILLE, IN
Past
January 7, 2003 - July 17, 2018
RJ POHL ADVISOR SERVICES, INC.
RIA
CRD#: 118387
EVANSVILLE, IN
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
Indiana(10/6/2022)
Current Firm
KF
KCPAG FINANCIAL ADVISORS LLC
KCPAG FINANCIAL ADVISORS LLC
CRD#: 117491 / SEC#: 801-60922
RIA
Registered Investment Advisory firm - (9/18/2012 Terminated)Arizona
Registered Investment Advisory firm - (11/20/2024 Approved)California
Registered Investment Advisory firm - (7/10/2012 Approved)Florida
Registered Investment Advisory firm - (9/18/2012 Approved)Georgia
Registered Investment Advisory firm - (2/9/2023 Approved)Illinois
Registered Investment Advisory firm - (5/24/2012 Approved)Indiana
Registered Investment Advisory firm - (6/22/2012 Approved)Kentucky
Registered Investment Advisory firm - (4/26/2012 Approved)Louisiana
Registered Investment Advisory firm - (2/27/2012 Approved)Missouri
Registered Investment Advisory firm - (10/21/2015 Approved)North Carolina
Registered Investment Advisory firm - (9/18/2025 Approved)Ohio
Registered Investment Advisory firm - (8/26/2025 Approved)Tennessee
Registered Investment Advisory firm - (8/6/2021 Approved)Texas
Registered Investment Advisory firm - (6/28/2012 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1619 W. Main Street P. O. Box 529, Robinson, IL 62454
Mailing Address
Phone number
(618) 544-4993
Established
Firm type
Fiscal year end
# of Employees
17
Regulatory assets under management
| Total Number of Accounts | 456 |
| AUM (Assets Under Management) | $ 19,041,038 |
Red Flags
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Company Information
KCPAG FINANCIAL ADVISORS LLC
CRD#: 117491Evansville, IN 47715TRUST BUT VERIFY
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