Michael Cohler
CRD Number: 1128501Current Firm: United Planners' Financial Services Of America A Limited Partner
Michael Cohler (CRD# 1128501) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Marlton, NJ and has over 40 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Finra Arbitrator | Philadelphia, PA | Nov 2019 - Current | 4 |
| United Planners' Financial Services | Marlton, NJ | Mar 1995 - Current | 29 |
| Cohler Financial Associates | Marlton, NJ | Nov 1991 - Current | 32 |
| Michael D. Cohler - Insurance Planning | Marlton, NJ | Jan 1985 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1983 |
- NJ
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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