Douglas Koogler
Douglas Koogler is a registered investment advisor at Kiplinger Wealth Advisors, based in Springboro, OH, with 36 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 434 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee ranges from 0.70% to 2.00% and is negotiable.
Fee Estimator
Location
24 Remick Blvd, Springboro, OH, 45066-9557
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas works as an independent contractor selling and servicing insurance and annuity products since 2017. This activity requires minimal time.
Employment History
Current Registrations
Kiplinger Wealth Advisors
Previous Registrations
Securities America, INC.Broker
Wealth Management Group
LPL Financial LLCBroker
Kiplinger Wealth Advisors
Securities America, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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