Kofi U. Bofah

ONYX INVESTMENTS

Chicago, IL 60604

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CRD#: 4650683

Professional summary

Kofi Ulysses Bofah is a registered financial advisor currently at ONYX INVESTMENTS, INC. located in Chicago, Illinois.

Kofi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kofi has worked at 3 firms and has passed the Series 66 and Series 7 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.

INDEPENDENT FREELANCE WRITING. JANUARY 2004. HOURS RANGE FROM 20-160 HOURS PER MONTH DEPENDING UPON WORK AVAILABLE AND MY OTHER TIME COMMITMENTS. I RESEARCH STORIES, SUBMIT ARTICLES, AND AM GIVEN ASSIGNMENTS FROM ONLINE, PRINT, AND LOCAL MEDIA PUBLICATIONS. 1-2 HOURS OF TIME MAY BE DEVOTED TO FREELANCE WRITING DURING SECURITIES TRADING HOURS AS I SOMETIMES PEN SUMMARIES OF MARKET ACTIVITY. I AM ALSO INDEPENDENTLY CONTRACTED AS A MENTOR TO FOSTER YOUTH. HOURS RANGE FROM 16-32 PER MONTH. I BEGAN COORDINATING ACTIVITIES AND PROVIDE GUIDANCE TO INDIVIDUAL FOSTER CHILDREN IN OCTOBER 2008.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kofi Ulysses Bofah'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

April 28, 2009 - Present

ONYX INVESTMENTS, INC.

Office #1: 111 West Jackson Boulevard - Suite 1152, Chicago, IL 60604

RIA

CRD#: 133244

Chicago, IL

Past

April 28, 2009 - December 31, 2020

ONYX INVESTMENTS, INC.

RIA

CRD#: 133244

CHICAGO, IL

Past

February 28, 2009 - December 31, 2021

ONYX INVESTMENTS, INC.

RIA

CRD#: 133244

CHICAGO, IL

Past

January 12, 2004 - December 31, 2022

ONYX INVESTMENTS, INC.

RIA

CRD#: 133244

CHICAGO, IL

Past

May 26, 2003 - January 15, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CHICAGO, IL

Past

May 5, 2003 - January 15, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 5, 2003 - January 15, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Illinois
(4/28/2009)

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 66

Date: 5/22/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/1/2003

General Securities Representative Examination

Current Firm

ONYX INVESTMENTS, INC.

ONYX INVESTMENTS, INC. | ONYX INVESTMENTS, INCORPORATED

CRD#: 133244 / SEC#: 801-70085

RIA

Registered Investment Advisory firm - (7/26/2010 Terminated)

Illinois

Registered Investment Advisory firm - (4/24/2009 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

111 West Jackson Boulevard - Suite 1152, Chicago, IL 60604

Mailing Address

Phone number

(312) 212-1360

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Kofi U. Bofah

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kofi Ulysses Bofah's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONYX INVESTMENTS, INC.

ONYX INVESTMENTS, INC.

ONYX INVESTMENTS, INC.

ONYX INVESTMENTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/22/2003

Series 7

Date: 5/1/2003

Current Firm

ONYX INVESTMENTS, INC.

Contact information

Documents

Red Flags

Company Information

ONYX INVESTMENTS, INC.

TRUST BUT VERIFY

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