Deborah Koch, financial advisor Omaha NE

Deborah Koch

CRD Number: 3079185
Current Firm: Arbor Point Advisors

Deborah Koch (CRD# 3079185) is an Investment Advisor Representative working at Arbor Point Advisors in Omaha, NE and has over 25 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Securities America Inc. Omaha, NE Apr 2015 - Current 8
Arbor Point Advisors Omaha, NE Apr 2015 - Current 8
Northern Lights Distributors, LLC Omaha, NE Sep 2013 - Mar 2015 1
Cls Investments, LLC Omaha, NE Sep 2013 - Mar 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Deborah L. Koch
Phone Number: 888-777-1992
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    6,429
    MILLIONS
  • Total Number of Accounts
    30,789
    ACCOUNTS
  • Average Account Value
    $208,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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