Paul T. Kamke

KAMKE INVESTMENT STRATEGIES

Charlottesville, VA 22901

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CRD#: 7821043

Professional summary

Paul Tyler Kamke is a registered financial advisor currently at KAMKE INVESTMENT STRATEGIES INC. located in Charlottesville, Virginia.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Paul has worked at 1 firm and has passed the Series 65 exam.

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.

(1) KAMKE & DALEY LLP; 2119 Berkmar Drive, Suite C, Charlottesville, VA 22901; NOT INVESTMENT RELATED; CPA FIRM; PARTNER, 09/2021 - PRESENT; 120 HOURS/MONTH DEVOTED; 4-5 HOURS DURINGSECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Tyler Kamke'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

December 2, 2023 - Present

KAMKE INVESTMENT STRATEGIES INC.

Office #1: 2119 Berkmar Drive Suite C, Charlottesville, VA 22901

RIA

CRD#: 121713

Charlottesville, VA

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

New York
(12/2/2023)

IAR

Virginia
(12/2/2023)

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 65

Date: 12/10/2021

Uniform Investment Adviser Law Examination

Current Firm

KAMKE INVESTMENT STRATEGIES INC.

CRD#: 121713 / SEC#:

New York

Registered Investment Advisory firm - (9/29/1997 Approved)

Virginia

Registered Investment Advisory firm - (7/9/2015 Approved)

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Contact information

Main Address

2119 Berkmar Drive Suite C, Charlottesville, VA 22901

Mailing Address

Phone number

(434) 566-0474

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 76,504,844

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul T. Kamke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Tyler Kamke's CRS (Customer Relationship Summary).

Certified licenses

Experience

KAMKE INVESTMENT STRATEGIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2021

Current Firm

KAMKE INVESTMENT STRATEGIES INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KAMKE INVESTMENT STRATEGIES INC.

TRUST BUT VERIFY

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