Kiplinger Wealth Advisors

CRD 116726 · Springboro, OH · $261.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 116726
SEC number: 801-129277
Firm type: RIA
Assets under management: $261.7M as of Mar 27, 2026
Website: www.kiplingerwealth.com ↗
Phone: 937-886-1442
Address: 24 Remick Blvd, Springboro, OH, 45066-9557

Advisors at this firm

5 in our index · page 1 of 1

Brad Elliot KiplingerCRD 2348381 · Strongsville, OH

IA RegisteredBroker
Douglas J KooglerCRD 1860457 · Springboro, OH

IA RegisteredRegistration inactive
Thomas Michael PhillipsCRD 2650010 · Springboro, OH

IA RegisteredBroker
Paul Jacob PurcellCRD 4128467 · Springboro, OH

IA RegisteredBroker

Disclosure event(s) on record
Michael PurcellCRD 7972765 · Springboro, OH

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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