Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Koehler is a financial advisor who is currently registered with Mercer Global Advisors Inc. Anthony has been in the financial services industry since 2000 and has extensive experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Anthony is also a Certified Financial Planner. Previous employers include The Huntington Investment Company, TD Ameritrade, Inc., CIG Securities, TIAA-CREF Individual & Institutional Services, LLC, and Charles Schwab & Co., Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
09/25/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
MI
05/13/2020 - 09/26/2023
THE HUNTINGTON INVESTMENT COMPANY (Grand Rapids MI)
SC
04/17/2017 - 04/28/2020
TD AMERITRADE, INC. (COLUMBIA SC)
MI
09/20/2016 - 11/22/2016
CIG SECURITIES (SOUTHFIELD MI)
MI
02/28/2014 - 09/01/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (GRAND RAPIDS MI)
MI
06/21/2000 - 02/19/2014
CHARLES SCHWAB & CO., INC. (GRAND RAPIDS MI)
BOTH
Issued 03/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/21/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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