Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kay? Claim Your ProfileKay Koehler is a financial advisor with over 25 years of experience in the industry. Kay has worked with Morgan Stanley since 2012 and has a proven track record of providing comprehensive financial advice to individuals, families, and businesses. Kay has a strong understanding of the investment markets and is committed to helping clients achieve their financial goals. Kay is registered to provide investment advice in 44 states, including Kansas and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
KS
02/11/2014 - Present
Morgan Stanley (Wichita KS)
KS
06/27/2008 - 08/07/2012
LPL FINANCIAL LLC (WICHITA KS)
KS
01/07/2004 - 06/16/2008
MML INVESTORS SERVICES, INC. (WICHITA KS)
NJ
06/29/1998 - 12/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
KS
02/28/1997 - 06/11/1998
CHAPMAN SECURITIES, INC. (WICHITA KS)
MO
07/02/1996 - 01/27/1997
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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