Mary Koesters (CRD# 4761177) is an Investment Advisor Representative working at Avantax Advisory Services in Coldwater, OH and has over 17 years of experience in the finance industry.
CRD# 809243
Stifel, Nicolaus & Company, Incorporated
CRD# 2756288
Edward Jones
CRD# 4128137
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Coldwater, OH | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Coldwater, OH | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Coldwater, OH | Feb 2017 - Current | 7 |
| Moorman, Harting & Co | Coldwater, OH | Jan 2004 - Current | 20 |
| 1st Global Advisors, Inc. | Coldwater, OH | Oct 2007 - Oct 2019 | 12 |
| 1st Global Capital Corp | Coldwater, OH | Oct 2006 - Oct 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
- OH
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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