KK
KK

Kurt Koehler

33 Years of Experience
Green Bay, WI
3 DisclosuresBroker

Kurt Koehler is a registered investment advisor at Morgan Stanley, based in Green Bay, WI, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

111 North Washington Street, Suite 410, Green Bay, WI, 54301

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2004
Denied
Customer Dispute
April 2003
Denied
Customer Dispute
February 2001
Settled
Employment History
Current Registrations
Morgan StanleyBroker
May 2011 - Present · 15 yrs
Morgan Stanley
May 2011 - Present · 15 yrs
Previous Registrations
M&i Investment Management CORP.
April 2010 - May 2011 · 1 yr 1 mo
M&i Financial Advisors, INC.
September 2005 - March 2010 · 4 yrs 6 mos
M&i Financial Advisors, INCBroker
January 2003 - May 2011 · 8 yrs 4 mos
Wells Fargo Investments, LLCBroker
December 2000 - January 2003 · 2 yrs 1 mo
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - August 2002 · 1 yr 8 mos
Wells Fargo Brokerage Services, L.L.C.Broker
September 1999 - December 2000 · 1 yr 3 mos
AXA Advisors, LLCBroker
November 1993 - October 1999 · 5 yrs 11 mos
The Equitable Life Assurance Society of the United StatesBroker
November 1993 - October 1999 · 5 yrs 11 mos
Ids Life Insurance CompanyBroker
July 1992 - October 1993 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
July 1992 - October 1993 · 1 yr 3 mos
State Registrations30 states
ALAZCACODCFLGAHIIAILINMAMDMEMIMNMOMTNCNENJNYOHSCSDTXUTWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Kurt Koehler - Financial Advisor | TrueAdvisor