Frederick Koehl, financial advisor Crystal River FL
93 score

Frederick Koehl

CRD Number: 1903164
Current Firm: H.d. Vest Advisory Services, Inc.

Frederick Koehl (CRD# 1903164) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Crystal River, FL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Athene Annuity And Life Company West Des Monines, IA Jun 2016 - Current < 1
Oxford Life Insurance Company Phoenix, AZ Apr 2014 - Current 2
Sentinel Sercurity Life Insurance Salt Lake City, UT Apr 2013 - Current 3
Guggenheim Life & Annuity Company Indianapolis, IN Aug 2012 - Current 4
H.d. Vest Advisory Services Lecanto, FL Oct 1993 - Current 23
H.d. Vest Investment Services Crystal River, FL Nov 1988 - Current 28
Frederick Koehl Cpa Crystal River, FL Jan 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
Contact Info for Frederick Koehl
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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