| Advisor Profile |
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Business Description |
| Helping You Build Wealth, Conserve Wealth and Transfer Wealth. |
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General Information |
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| Years of Experience in Financial Services: |
6
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Education |
| Academic Background |
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| Graduate of Miami University of Ohio (1997) |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Options, Alternative Investments, Stocks, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 65
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| Fee % Based on Assets: |
1.5
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| Prepared By: |
Gregory Koehler |
Frequently Asked Questions |
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