Grant Koehler & Levin Ltd.

Grant Koehler & Levin Ltd. (CRD# 125531) is a financial advisory firm headquartered in , . They manage $188,485,698 in 255 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $739,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MN, NE, OR, SD, TX, VT, WA, WI

Financial Advisors at Grant Koehler & Levin Ltd.
Showing 1 - 4 of 4 top financial advisors.
1
Christopher J. Grant
CRD#: 1428008
Mequon, WI
93
Wealthminder
score

Christopher Grant (CRD# 1428008) is an Investment Advisor Representative working at Grant Koehler & Levin Ltd. in Mequon, WI and has over 24 years of experience in the finance industry.

2
Deborah K. Hogate
CRD#: 2376146
Mequon, WI
93
Wealthminder
score

Deborah Hogate (CRD# 2376146) is an Investment Advisor Representative working at Grant Koehler & Levin Ltd. in Mequon, WI and has over 23 years of experience in the finance industry.

3
Thomas A. Koehler
CRD#: 4466901
Palm City, FL
93
Wealthminder
score

Thomas Koehler (CRD# 4466901) is an Investment Advisor Representative working at Grant Koehler & Levin Ltd. in Palm City, FL and has over 17 years of experience in the finance industry.

4
Theodore D. Levin
CRD#: 4580893
10809 W Mequon Rd, Mequon, WI 53097
93
Wealthminder
score

Theodore Levin (CRD# 4580893) is an Investment Advisor Representative working at Grant Koehler & Levin Ltd. in Mequon, WI and has over 14 years of experience in the finance industry.

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