Unclaimed
Christopher T Koehler is a financial advisor registered in the state of New York, specializing in investment advisory services for high-net-worth individuals, corporations, businesses, insurance companies, pension and profit-sharing plans, and other investment advisors. Christopher is currently affiliated with Mariner Wealth and has been working in the industry since January 2014. Christopher has a broad range of specialties that include portfolio management for individuals and businesses, financial planning, pension consulting, selection of other advisors, and publication of periodicals.
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.
Family office services
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.
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NY
08/16/2021 - Present
Mariner Wealth (NEW YORK NY)
Active
Inactive
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