Adviser and broker representative · Roi Financial Planning
Paul E. Kohlman
CRD 1627664 · Clarksville, TN
At a glance
Paul E. Kohlman is an investment adviser representative with Roi Financial Planning in Clarksville, TN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Paul’s SEC record dates to 2006, about 20 years ago. Paul is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Roi Financial PlanningSince October 2026Clarksville, TN · $0M in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Paul’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Roi Financial Planning
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- Ladonna S. DowdyClarksville
- David H. McIllwainHendersonville
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