Timothy Koehn (CRD# 6079914) is an Investment Advisor Representative working at Archer Investment Corporation in Grand Island, NE and has over 11 years of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Archer Investment Corporation | Indianapolis, IN | Nov 2018 - Current | 5 |
| Irmunk | Grand Island, NE | Jan 2014 - Current | 10 |
| Northwest Public Schools | Grand Island, NE | Aug 2005 - Current | 18 |
| Koehn Bookkeeping Service | Grand Island, NE | Jan 1995 - Current | 29 |
| H.d. Vest Investment Services | Grand Island, NE | Jun 2012 - Jun 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- NE
-
Total Assets Under Management749MILLIONS
-
Total Number of Accounts3,810ACCOUNTS
-
Average Account Value$196,642
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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