Unclaimed
Melanie Kohler is a financial advisor with IFG Advisory, LLC, a firm headquartered in Atlanta, Georgia. Melanie has been in the industry for over 18 years. Melanie is a Certified Financial Planner and holds a Series 7TO, Series 6 and SIE license. Melanie previously worked for Northwestern Mutual Investment Services, LLC. IFG Advisory, LLC is a Registered Investment Advisor and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals, and other services.
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.
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
GA
07/24/2024 - Present
IFG Advisory, LLC (ATLANTA GA)
GA
12/01/2005 - 06/14/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Alpharetta GA)
BC
Issued 09/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Melanie Kohler is the right advisor for you? Invested Better is here to help.