DK
DK

Donald Kohler

20 Years of Experience
Louisville, KY
Broker

Donald Kohler is a registered investment advisor at Morgan Stanley, based in Louisville, KY, with 20 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

4969 US Highway 42, Suite 1200, Louisville, KY, 40222

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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

Donald is an LLC member of Peadontaine Properties LLC (real estate) since 2018 and an officer/director of Spring Farm Glen Community Association, Inc. since 2019. He also serves as trustee/co-trustee for multiple trusts and estates, dedicating minimal time to each activity.

Employment History
Current Registrations
Morgan Stanley
September 2009 - Present · 16 yrs 8 mos
Morgan StanleyBroker
August 2009 - Present · 16 yrs 9 mos
Previous Registrations
J.P. Morgan Securities INC.Broker
May 2009 - September 2009 · 4 mos
Banc One Securities CorporationBroker
December 1999 - October 2003 · 3 yrs 10 mos
State Registrations21 states
ALCADEFLGAILINKYMAMDMINCNVNYOHPASCTNTXVAWI
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.
Donald Kohler - Financial Advisor | TrueAdvisor