Grant Koehler & Levin Ltd.

Grant Koehler & Levin Ltd. (CRD# 125531) is a financial advisory firm headquartered in , . They manage $237,085,763 in 209 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
http://www.dollarsatwork.com
By the Numbers
  • Total Assets Under Management
    237
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $1,134,382
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, NE, OR, TX, WA, WI

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

Christopher Grant (CRD# 1428008) is an Investment Advisor Representative working at Grant Koehler & Levin Ltd. in Mequon, WI and has over 31 years of experience in the finance industry.

2
Deborah Hogate, financial advisor Mequon WI
Deborah K. Hogate
CRD#: 2376146
Mequon, WI

Deborah Hogate (CRD# 2376146) is an Investment Advisor Representative working at Grant Koehler & Levin Ltd. in Mequon, WI and has over 30 years of experience in the finance industry.

3
Thomas Koehler, financial advisor Palm City FL
Thomas A. Koehler
CRD#: 4466901
Palm City, FL

Thomas Koehler (CRD# 4466901) is an Investment Advisor Representative working at Grant Koehler & Levin Ltd. in Palm City, FL and has over 24 years of experience in the finance industry.

4
Theodore Levin, financial advisor Bradenton FL
Theodore D. Levin
CRD#: 4580893
Bradenton, FL

Theodore Levin (CRD# 4580893) is an Investment Advisor Representative working at Grant Koehler & Levin Ltd. in Bradenton, FL and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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