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Benjamin Phillip Koehler

Pruco Securities, LLC

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About Benjamin Phillip Koehler

Benjamin Koehler is a financial professional with over 12 years of experience in the industry. He is currently registered as a Registered Representative and Investment Advisor Representative with Pruco Securities, LLC, and has held this role since 2012. Benjamin has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. He holds Series 6, Series 63, Series 65, and SIE licenses and specializes in a wide range of financial services. His firm is committed to serving a diverse clientele, including high-net-worth individuals, corporations, and individuals.

Firm Information

Benjamin Koehler is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

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

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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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other

Compensation from lpl enterprise, llc

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Benjamin Koehler’s Registration & Firm History

WI

07/30/2024 - Present

Pruco Securities, LLC (WAUWATOSA WI)

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Licenses & Designations

IA

Issued 07/15/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Phillip Koehler.
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