Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry John Koehne is a financial professional with over 15 years of experience in the financial services industry. Henry John Koehne is currently registered with Cetera Investment Advisers LLC and is located in Green Bay, WI. Henry John Koehne has been with Cetera Investment Advisers LLC since June of 2023. Prior to joining Cetera Investment Advisers LLC, Henry John Koehne was registered with VOYA FINANCIAL ADVISORS, INC. and GIRARD SECURITIES, INC.. Henry John Koehne has passed the Series 63, 65, 7 and SIE exams, and is a Certified Financial Planner. In addition to financial services, Henry John Koehne is also involved in a variety of other businesses, including insurance sales, accounting and tax preparation, wetlands preservation, and farm land rental.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (GREEN BAY WI)
WI
08/10/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GREEN BAY WI)
WI
05/19/2008 - 08/11/2011
GIRARD SECURITIES, INC. (GREEN BAY WI)
NA
06/16/1994 - 11/04/1994
OLDE DISCOUNT CORPORATION
IA
Issued 09/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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