Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Robert Koehler is an investment advisor representative, registered with Cambridge Investment Research Advisors, Inc. and has been in the industry since November 21, 1995. Craig has a Series 6 and Series 63 license, and has a designation as a Chartered Financial Consultant. Craig has been with Cambridge Investment Research Advisors, Inc. since April 20, 2010 and previously worked for Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Craig works in Mystic, CT and is licensed in Connecticut, Massachusetts, Rhode Island, Virginia, and Wisconsin.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
04/20/2010 - Present
Cambridge Investment Research Advisors, Inc. (MYSTIC CT)
CT
11/22/1995 - 03/02/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MYSTIC CT)
WI
02/09/1996 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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