Brian Koehl
Brian Koehl is a registered investment advisor at Osaic Wealth, INC., based in Charlotte, NC, with 26 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
6000 Fairview Road, Suite 1550, Charlotte, NC, 28210
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Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Brian sells and services fixed annuities, dedicating minimal time to this activity. He also owns Koehl Investments LLC, an entity created for his financial planning practice, but spends no time on it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Aig Capital Services, INC.Broker
Planco Financial Services, LLCBroker
Transamerica Capital, INC.Broker
Berger Distributors LLCBroker
State Registrations14 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.