KA
Kevin P. Aug
ANCHOR WEALTH ADVISOR
CINCINNATI, OH
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CRD#: 7295407
KA
Professional summary
Kevin Patrick Aug is a registered financial advisor currently at ANCHOR WEALTH ADVISOR located in Cincinnati, Ohio.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kevin has worked at 2 firms .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Patrick Aug'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
April 4, 2025 - Present
ANCHOR WEALTH ADVISOR
RIA
CRD#: 335747
CINCINNATI, OH
Past
September 30, 2020 - April 25, 2025
CONSTELLATION WEALTH ADVISORS
RIA
CRD#: 147253
CINCINNATI, OH
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
Ohio(4/4/2025)
Exams
Current Firm
AW
ANCHOR WEALTH ADVISOR
ANCHOR WEALTH ADVISOR | KPA, LLC
CRD#: 335747 / SEC#:
Ohio
Registered Investment Advisory firm - (4/4/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Cincinnati, OH
Mailing Address
Phone number
(513) 236-2183
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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