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William Andrew Koehler

Kingsview Wealth Management, LLC

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About William Andrew Koehler

William Andrew Koehler is a registered Investment Advisor Representative with Kingsview Wealth Management, LLC. William has been in the financial services industry since 2014. William has experience providing financial advice to individuals, corporations, trusts, estates, and other entities. William is licensed to provide advisory services in New York and Oregon. William is also a registered representative with Series 7 and Series 66 licenses. William is committed to providing his clients with personalized financial advice and guidance. William has also worked for Edward Jones in the past.

Firm Information

William Koehler is currently registered with Kingsview Wealth Management, LLC. Kingsview Wealth Management, LLC is an investment advisor headquartered in Grants Pass, OR. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension plans. The firm has 80 licensed agents and 85 investment advisor representatives and manages over $4.84 billion in regulatory assets under management. They also offer other advisory services such as selection of other advisors and portfolio management for businesses.
Kingsview Wealth Management, LLC

509 SE 7TH STREET

GRANTS PASS, OR 97526

$4.85B

Assets Under Management

Not reported

Total Clients

92

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Koehler’s Registration & Firm History

NY

04/06/2021 - Present

Kingsview Wealth Management, LLC (BABYLON NY)

NY

12/16/2014 - 07/11/2016

EDWARD JONES (LINDENHURST NY)

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Licenses & Designations

BOTH

Issued 02/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Andrew Koehler.
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