Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Koehler is an investment advisor representative at Charles Schwab & Co., Inc. in Mequon, WI. William has been in the industry since January 22, 1985 and has a broad range of experience including financial planning, selection of other advisors, and wrap fee program sponsor. William is registered with FINRA and the states of TX, and WI. William is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. William was previously registered with WISCONSIN DISCOUNT SECURITIES CORPORATION in Milwaukee, WI.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
WI
11/08/2016 - Present
Charles Schwab & CO., Inc. (Mequon WI)
WI
01/23/1985 - 11/07/2016
WISCONSIN DISCOUNT SECURITIES CORPORATION (MILWAUKEE WI)
BOTH
Issued 10/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/20/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/24/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/29/1985
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1985
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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