Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Koler is an Investment Advisor Representative with Osaic Wealth, Inc. Michael has been in the financial services industry for over 35 years and is a Certified Financial Planner. Michael is registered in 39 states and holds Series 7, 6, 24, and 65 licenses as well as the SIE. Michael also serves as a board member for St. Ambrose Endowment Foundation. Michael provides a variety of financial services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.
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
OH
09/01/2023 - Present
Osaic Wealth, Inc. (PARMA HEIGHTS OH)
OH
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PARMA HEIGHTS OH)
AZ
09/15/1995 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
11/19/1991 - 09/15/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/19/1991 - 09/15/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/03/1987 - 11/14/1991
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 01/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Koler is the right advisor for you? Invested Better is here to help.
