James William Kilgore
CFP®Professional Summary
James William Kilgore, CFP®, who also goes by Jim Kilgore, James Kilgore, is a registered financial advisor currently at BUCKEYE WEALTH PARTNERS, LLC located in Centerville, Ohio. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. James has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jim Kilgore, James Kilgore
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
401 ADVISOR, LLC | DESHURKO INVESTMENT SERVICES, INC. | BUCKEYE WEALTH PARTNERS, LLC
Contact Information
Main Address
203 W. Franklin St., Centerville, OH 45459Phone Number
(937) 434-1790# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
252AUM (Assets Under Management)
$67,952,441Similar 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.
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SOLTIS INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(2/24/2025)
(8/7/2018)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2016About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view James William Kilgore's CRS (Customer Relationship Summary).
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SOLTIS INVESTMENT ADVISORS, LLC
