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||3|
|Sentinel Sercurity Life Insurance||Salt Lake City, UT||Apr 2013 - Current||4|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.