Unclaimed
Kevin Kohler is a financial professional with over 18 years of experience in the industry. Kevin has a strong background in securities, having held positions at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Scottrade, Inc. Kevin is currently registered with &partners in Clayton, MO, and holds Series 7, Series 24, and Series 63 licenses, as well as the SIE exam. Kevin has extensive experience in providing financial advice and portfolio management services for individuals, businesses, and retirement plans.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/08/2024 - Present
&partners (Clayton MO)
MO
02/20/2023 - 01/10/2024
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
04/28/2023 - 12/20/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
02/26/2018 - 02/20/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
03/22/2005 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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