Ronald KoehlerCRD Number: 1349297
Current Firm: Msi Financial Services, Inc.
Ronald Koehler (CRD# 1349297) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Galesburg, IL and has over 30 years of experience in the finance industry.
Investment Centers Of America, Inc.
Berthel Fisher & Company Financial Services, Inc.
|Metropolitan Life Insurance Company||Galesburg, IL||Mar 1984 - Current||33|
|Metlife Securities Inc.||Galesburg, IL||Mar 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1986|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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