KK
KK
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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Regulatory History (3)
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Customer Dispute
October 2004Denied
Customer Dispute
April 2003Denied
Customer Dispute
February 2001Settled
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
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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.