Nicholas KoehlerCRD Number: 4494437
Current Firm: Wells Fargo Advisors, LLC
Nicholas Koehler (CRD# 4494437) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Rogers, AR and has over 15 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Wells Fargo Advisors LLC||Rogers, AR||May 2009 - Current||8|
|Wachovia Securities, LLC||Rogers, AR||Jan 2008 - May 2009||1|
|A.g. Edwards||Lincoln, IL||Jan 2002 - Jan 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV