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Gerard Joseph Kohler

G J Kohler Investment Advisors, LLC

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About Gerard Joseph Kohler

Gerard Kohler is an investment advisor representative with G J Kohler Investment Advisors, LLC in PROSPECT, KY. Gerard has been in the industry since 1986. Gerard specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has approximately 62 client accounts with $21,919,337 in assets under management. Gerard has a Series 7, Series 63, and Series 66 licenses.

Firm Information

Gerard Kohler is currently registered with G J Kohler Investment Advisors, LLC. G J Kohler Investment Advisors, LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $21.9 million in assets for 62 clients.

$21.92M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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Gerard Kohler’s Registration & Firm History

KY

03/13/2019 - Present

G J Kohler Investment Advisors, LLC (PROSPECT KY)

KY

07/03/2008 - 11/08/2011

LPL FINANCIAL LLC (LOUISVILLE KY)

CA

06/06/2003 - 06/26/2006

THE SEIDLER COMPANIES INCORPORATED (BIG BEAR LAKE CA)

CA

08/04/1997 - 06/10/2003

CROWELL, WEEDON & CO. (LOS ANGELES CA)

MO

04/13/1992 - 08/05/1997

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

11/24/1989 - 04/15/1992

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

12/18/1986 - 12/11/1989

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

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Licenses & Designations

BOTH

Issued 07/14/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gerard Joseph Kohler.
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