Company Filing History:
Years Active: 2013-2014
Title: Waldemar Roy Kohl - Innovator in Succession Planning for Investment Advisors
Introduction
Waldemar Roy Kohl, located in Hampton, NH, is an accomplished inventor known for his contributions to succession planning in the field of registered investment advisory. With two patents to his name, Kohl has developed innovative solutions that aid advisors in creating effective succession plans that align with their business and personal goals.
Latest Patents
Kohl's latest patents focus on systems and methodologies for determining succession planning tracks for registered investment advisors. One of his significant inventions describes a server-based system that generates a diverse set of statements related to business and personal objectives. By analyzing these statements, the server can outline preliminary succession planning tracks tailored to the advisors' needs. Ultimately, Kohl's inventions assist in formulating actionable succession plans that reflect advisors' priorities by employing comprehensive business and personal value statements.
Another one of his notable patents presents a similar approach but introduces paired statement sets for enhanced decision-making. The server processes selections made by the advisor, ranks value statements, and generates intermediate tracks before producing a final action plan. This method ensures a structured approach to succession planning that properly addresses both the personal and business aspects of the advisors' future.
Career Highlights
Waldemar Roy Kohl is currently associated with FMR Corp., where he continues to innovate in the financial sector. His work aims at improving the way registered investment advisors manage their succession planning, ensuring a smoother transition for their clients and businesses.
Collaborations
Throughout his career, Kohl has collaborated with fellow professionals such as Ashley Marie Reichert and Beverly Diana Flaxington. Together, they work on enhancing financial technological solutions that cater to the complex needs of investment advisors.
Conclusion
Waldemar Roy Kohl stands out as a key figure in the innovation of succession planning for registered investment advisors. His contributions, through his patented inventions, reflect a deep understanding of the intricacies of financial advisory and the importance of proactive succession planning. Kohl's work will undoubtedly continue to resonate within the industry, empowering advisors to plan effectively for their futures.