Henry Koehne
Henry Koehne is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Green Bay, WI, with 18 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2140 Velp Ave Suite 101, Green Bay, WI, 54303
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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
Henry is an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours to this activity. He also owns Koehne Accounting & Tax Solutions LLC, spending about half his time offering tax and accounting services, and is involved in wetlands preservation/farmland rentals, along with other farmland rental activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Girard Securities, INC.
Girard Securities, INC.
Girard Securities, INC.
Girard Securities, INC.Broker
Olde Discount CorporationBroker
State Registrations9 states
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.