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Jennifer L Kohls

Investment Adviser Representative at RICHARDSON CAPITAL MANAGEMENT, LLC

Menomonee Falls, WICRD #2988556Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Wisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/12/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 2/24/2024
Series 7
General Securities Representative Examination
Passed 8/30/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Richardson Capital Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RICHARDSON CAPITAL MANAGEMENT, LLCCurrent
7/12/2024Menomonee Falls, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at RICHARDSON CAPITAL MANAGEMENT, LLC

6 other advisors in the directory

View RICHARDSON CAPITAL MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jennifer L Kohls has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jennifer L Kohls - Financial Advisor in Menomonee Falls, WI | AdvisorFinder