JK
Jared L. Kohlenberg
REDWOOD WEALTH MANAGEMENT
West Bloomfield, MI
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CRD#: 6340428
JK
Professional summary
Jared Loren Kohlenberg, who also goes by Jared Kohlenberg, is a registered financial advisor currently at REDWOOD WEALTH MANAGEMENT, LLC located in West Bloomfield, Michigan.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jared has worked at 3 firms and has passed the Series 66, Series 6TO, Series 31, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jared Kohlenberg
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) Redwood Wealth Management. Investment Related. At Registered location. RIA. Vice President/ Financial Advisor. Start date: 10/11/2023. 280 hrs/ month; 140 hrs/ month during securities trading hours. Advise clients on investments and help with money movement 2) Fixed Insurance. Investment Related. At Registered location. Fixed/ Traditional Insurance. Agent. Start date: 10/11/2023. 15 hrs/ month; 15 hrs/ month during securities trading hours. Sales of fixed/ traditional insurance products. 3) PKSF. Investment Related. At Registered location. Fixed/ Traditional Insurance. Agent. Start date: 10/11/2023. 15 hrs/ month; 15 hrs/ month during securities trading hours. Sales of fixed/ traditional insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Loren Kohlenberg'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
September 26, 2023 - Present
REDWOOD WEALTH MANAGEMENT, LLC
RIA
CRD#: 173916
West Bloomfield, MI
Past
November 10, 2023 - May 15, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Oak Park, MI
Past
March 29, 2019 - September 29, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Birmingham, MI
Past
March 1, 2019 - September 29, 2023
MORGAN STANLEY
BD
CRD#: 149777
Birmingham, MI
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".
RW
REDWOOD WEALTH MANAGEMENT, LLC
COMPLIANCE STAFFING, LLC | REDWOOD WEALTH MANAGEMENT, LLC | REDWOOD WEALTH MANAGEMENT | REDWOOD HOLDINGS, LLC
CRD#: 173916 / SEC#: 801-117866
RIA
Registered Investment Advisory firm - (1/2/2020 Approved)California
Registered Investment Advisory firm - (2/8/2020 Terminated)Florida
Registered Investment Advisory firm - (1/9/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/21/2020 Terminated)Louisiana
Registered Investment Advisory firm - (1/10/2020 Terminated)Michigan
Registered Investment Advisory firm - (1/10/2020 Terminated)North Carolina
Registered Investment Advisory firm - (1/28/2020 Terminated)Ohio
Registered Investment Advisory firm - (1/10/2020 Terminated)South Carolina
Registered Investment Advisory firm - (1/9/2020 Terminated)Texas
Registered Investment Advisory firm - (1/9/2020 Terminated)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
Michigan(9/26/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 11/10/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/1/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
RW
REDWOOD WEALTH MANAGEMENT, LLC
COMPLIANCE STAFFING, LLC | REDWOOD WEALTH MANAGEMENT, LLC | REDWOOD WEALTH MANAGEMENT | REDWOOD HOLDINGS, LLC
CRD#: 173916 / SEC#: 801-117866
RIA
Registered Investment Advisory firm - (1/2/2020 Approved)California
Registered Investment Advisory firm - (2/8/2020 Terminated)Florida
Registered Investment Advisory firm - (1/9/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/21/2020 Terminated)Louisiana
Registered Investment Advisory firm - (1/10/2020 Terminated)Michigan
Registered Investment Advisory firm - (1/10/2020 Terminated)North Carolina
Registered Investment Advisory firm - (1/28/2020 Terminated)Ohio
Registered Investment Advisory firm - (1/10/2020 Terminated)South Carolina
Registered Investment Advisory firm - (1/9/2020 Terminated)Texas
Registered Investment Advisory firm - (1/9/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Wilshire Blvd Suite 260, Santa Monica, CA 90401
Mailing Address
Phone number
(888) 552-1905
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 434 |
| AUM (Assets Under Management) | $ 493,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
