Cambridge Investment Research Advisors
47yrs
Top advisor by experience in Evergreen
26yrs
Devika Kamboh
Financial advisor at Sohum Financial Planning
Devika Kamboh is a fiduciary financial advisor in Evergreen, Colorado, with 26 years in the industry. Devika joined Sohum Financial Planning in 2025, after less than a year at Kovack Advisors and two years at DMK Advisor Group. Devika holds the CFP® designation.
One of 39 advisors with offices in Evergreen, and one of 25 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 19% by experience in Colorado
Office4860 Cr-73 Suite A, Evergreen, CO 80439
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$604,001
States licensed ?1 state
Services through Sohum Financial Planning
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowSohum Financial Planning, LLCCurrent firm
- Jul 2021 – Jul 2021Kovack Advisors, Inc.Previously
- Oct 2019 – Jun 2021DMK Advisor Group, Inc.Previously
- May 2017 – May 2019MML Investors Services, LLCPreviously
Contact Devika
(212) 725-3284Sohum Financial Planning main office 4860 Cr-73 Suite AEvergreen, CO 80439Office · Get directions Firm websitewww.SohumFinancialPlanning.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Devika
Tailored to Devika’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Devika
How do I contact Devika?
Call Sohum Financial Planning at (212) 725-3284 and ask for Devika Kamboh. Devika works from the Evergreen, CO office.
How long has Devika been a financial advisor?
Devika has been in the industry since 2000, about 26 years. Top 19% by experience in Colorado.
What licenses does Devika hold?
Series 66. Tap any license on this page to see what it allows.
Is Devika a fiduciary?
Devika is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devika paid?
Sohum Financial Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Devika for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Watson Capital Management
45yrs
Top 1% by experience in Colorado
Ameritas Advisory Services
45yrs
Top 1% by experience in Colorado
Valmark Advisers
44yrs
Top 1% by experience in Colorado
Dominion Portfolio Management
44yrs
Top 1% by experience in Colorado
Cambridge Investment Research Advisors
40yrs
Top 3% by experience in Colorado