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Andrew Robert Koogler

29 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$1,500
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Location

Cohw Osj - Bethel Road, 1600 Bethel Road, Columbus, OH, 43220

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew is a board member for Heinzerling Community, an organization providing care to individuals with developmental disabilities. He dedicates minimal time to this activity.

Employment History
Current Registrations
Huntington Financial Advisors
July 2003 - Present · 22 yrs 7 mos
The Huntington Investment Company
May 2002 - Present · 23 yrs 9 mos
The Huntington Investment CompanyBroker
May 2002 - Present · 23 yrs 9 mos
Previous Registrations
Quick & Reilly, INC.Broker
March 2002 - May 2002 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1995 - March 2002 · 6 yrs 3 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.