Grant Koehler & Levin Ltd.

Grant Koehler & Levin Ltd. (CRD# 125531) is a financial advisory firm headquartered in , . They manage $205,562,383 in 255 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $806,127
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, NE, OR, 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 25 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 24 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 18 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 15 years of experience in the finance industry.

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