FK
FK
Fred Kobler
22 Years of Experience
Shelby Township, MI
1 DisclosureBrokerSells Insurance
Fred Kobler is a registered investment advisor, based in Shelby Township, MI, with 22 years of industry experience.
Location
48377 Van Dyke Ave, Shelby Township, MI, 48317
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Regulatory History (1)
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Customer Dispute
July 2009Closed-No Action
Other Business ActivitiesSells Insurance
Fred is the President and 99% owner of United Tax Service Inc., where he prepares tax returns, performs accounting duties, and supervises staff. He also sells life insurance and fixed annuities as an insurance agent, and owns real estate through FWK Investments LLC and 1951 Saint Clair Blvd, LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Cetera Investment Advisers LLC
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
Summit Financial Group INC
December 2019 - May 2021 · 1 yr 5 mos
Summit Brokerage Services, INC.Broker
September 2015 - September 2019 · 4 yrs
J.P. Turner & Company, L.L.C.Broker
January 2009 - September 2015 · 6 yrs 8 mos
PFS Investments INC.Broker
January 2004 - January 2009 · 5 yrs
State Registrations18 states
ALAZCACTFLGAILINMAMINENJNYOHPASCTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.