Michael Cohler, financial advisor Marlton NJ
96 score

Michael Cohler

CRD Number: 1128501
Current 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 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cohler Rental Property Cherry, NJ Jan 2012 - Current 4
United Planners' Financial Services Marlton, NJ Mar 1995 - Current 21
Cohler Financial Associates Marlton, NJ Nov 1991 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
Contact Info for Michael D. Cohler
Phone Number: 480-991-0225
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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