Todd Robert Purring

Financial advisor at Kohlhepp Investment Advisors, Ltd. · Doylestown, PA

Last updated 2026-10-10

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Todd Robert Purring is a financial advisor at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA, CRD 5267806. Licenses and exams on the registration: Series 66. IAPD registration began 2010-11-11.

Registration

CRD number
5267806
Registration status
Active
IAPD registration
2010-11-11
Industry Experience
15 years
Work Experience
12 years
States registered
PA

Licenses and exams

  • Series 66

Work history

  • 2014-03 to Present · Kohlhepp Investment Advisors · Doylestown, PA
  • 2014-03 to Present · Cambridge Investment Research Inc. · Fairfield, IA

Current employment

SEC IAPD record for Todd Robert Purring

Kohlhepp Investment Advisors, Ltd.

Regulatory AUM
$204,634,160
Registered advisors
3
Offices
1
Average AUM per client
$1M (Low)
High-net-worth client ratio
15.4% (Moderate)

Kohlhepp Investment Advisors, Ltd.: advisors, services and reported ETF investments

About

Todd Robert Purring is a financial advisor at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA. Reported securities licenses include Series 66. The latest record indicates 15 years of industry experience and 12 years of reported work history. Reported roles include Kohlhepp Investment Advisors, Cambridge Investment Research Inc..

SEC disclosures list additional business and community activities: 1) Kohlhepp Investment Advisors Ltd.

Kohlhepp Investment Advisors, Ltd.'s firm-level Form ADV reports 3 advisors across 1 offices; approximately 67.0 clients per advisor, average assets per client of $1,018,080, and regulatory AUM of $204.6M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Kohlhepp Investment Advisors, Ltd. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Location

3655 Route 202, Doylestown, PA 18902

3 advisors at this office.

Kohlhepp Investment Advisors office in Doylestown, PA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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