Frederick KoehlCRD 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.
Modera Wealth Management, LLC
Wells Fargo Advisors, LLC
Suntrust Investment Services, Inc.
|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||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1992|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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