KIPLINGER INVESTMENT ADVISORS, LLC.
Legal name: KIPLINGER WEALTH ADVISORS
CRD #116726 SEC #801-129277 SPRINGBORO, OH 937-886-1442
SEC Registered
Total AUM
$212.8M
Discretionary
$212.8M
Employees
4
Clients
10
Accounts
909
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUZEK, KENNETH, SAMUEL | I | VICE PRESIDENT | NA | |
| BUZEK, KENNETH, SAMUEL | I | VICE PRESIDENT | NA | |
| BUZEK, KENNETH, SAMUEL | I | VICE PRESIDENT | NA | |
| BUZEK, KENNETH, SAMUEL | I | VICE PRESIDENT | NA | |
| BUZEK, KENNETH, SAMUEL | I | VICE PRESIDENT | NA | |
| BUZEK, KENNETH, SAMUEL | I | VICE PRESIDENT | NA | |
| BUZEK, KENNETH, SAMUEL | I | VICE PRESIDENT | NA | |
| BUZEK, KENNETH, SAMUEL | I | VICE PRESIDENT | NA | |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KIPLINGER, BRAD, ELLIOT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (6)
FL IN KY OH TN TX
Address
24 REMICK BLVDSPRINGBORO, OH 45066-9557
United States
Phone: 937-886-1442