Robert Kohn has been an investment adviser representative at Tenzing Financial since July 2025, and is not listed among the firm’s executive officers or direct owners. Robert Kohn studied at Old Dominion University.
Tenzing Financial LLC is a Williamsburg, VA firm with $231M under management, 165 clients and 3 advisers in one office, as of its August 2026 filing.
Robert Kohn is Associate Advisor of Tenzing Financial. He supports the Tenzing Financial advisory team in implementing and maintaining personalized plans for clients.
Robert Kohn’s longest registration was 3 years at Northwestern Mutual Investment Services,llc (2017–2020). Before joining Tenzing Financial in 2025, Robert Kohn was registered through Bleakley Financial Group, LLC and Private Advisor Group, LLC.
- Tenzing Financial LLCCurrent– present · 1 yearWilliamsburg, VA · Adviser representative · Firm CRD 335259
- Bleakley Financial Group, LLC– · 2 yearsWilliamsburg, VA · Adviser representative · Firm CRD 318366
- Private Advisor Group, LLC– · 1 yearWilliamsburg, VA · Adviser representative · Firm CRD 155216
- Northwestern Mutual Investment Services,llc– · 3 yearsWilliamsburg, VA · Adviser representative · Firm CRD 2881
Professional designations
Listed by Tenzing Financial
- CFP®
Investment adviser representative registrations
Robert Kohn is registered as an investment adviser representative in 2 states. Each was approved in July 2025.
- TexasSince 1 July 2025
- VirginiaSince 1 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 15 September 2017 |
| Series 66 | Uniform Combined State Law Examination | 3 March 2017 |
| Series 7 | General Securities Representative Examination | 23 June 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Upchurch Kohn
- CRD
- 6316830
- Firm
- Tenzing Financial · CRD 335259
- Office
- 1215 MT VERNON AVE, SUITE C, Williamsburg, VA 23185
- Registration
- Investment adviser registration
- In the industry since
- June 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tenzingfinancial.us
Where does Robert Kohn work?
Robert Kohn is an investment adviser representative registered through Tenzing Financial LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Robert Kohn a financial advisor?
Yes. Robert Kohn has a current investment-adviser registration in Texas and Virginia, through Tenzing Financial since July 2025.
How many years of experience does Robert Kohn have?
Robert Kohn has 10 years in the financial industry, since June 2016, across 4 adviser firms.
What exams has Robert Kohn passed?
Robert Kohn has passed 3 licensing exams: the Series 7, Series 66 and Series 26. The earliest, the Series 7, was passed in June 2016. FINRA credited Robert Kohn with the SIE, which began in October 2018.
Where did Robert Kohn work before Tenzing Financial?
Before Tenzing Financial, Robert Kohn was registered through Bleakley Financial Group, LLC, July 2022 to June 2025; Private Advisor Group, LLC, December 2020 to July 2022; Northwestern Mutual Investment Services,llc, March 2017 to December 2020.
Where is Robert Kohn based?
Robert Kohn’s registered office is in Williamsburg, VA.
Is Robert Kohn registered with FINRA?
No. Robert Kohn has no current broker registration.
Is Robert Kohn a CFP?
Tenzing Financial lists Robert Kohn with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Robert Kohn’s record?
Search CRD 6316830 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Kohn’s full registration record.