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Andrew Robert Koogler

THE Huntington Investment Co.

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About Andrew Robert Koogler

Andrew Koogler is a financial advisor with The Huntington Investment Co. and has been in the industry since December 24, 1995. Andrew has Series 63, 65, 7 and SIE licenses and is registered in 24 states. Andrew specializes in investment consulting for individuals, corporations, and charitable organizations. In addition to Andrew's professional experience, he is also a board member for Heinzerling Community, an organization that provides care to individuals with profound developmental disabilities.

Firm Information

Andrew Koogler is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Koogler’s Registration & Firm History

OH

07/15/2003 - Present

THE Huntington Investment Co. (COLUMBUS OH)

NY

03/19/2002 - 05/16/2002

QUICK & REILLY, INC. (NEW YORK NY)

NY

12/22/1995 - 03/26/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/25/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Robert Koogler.
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