David Koehler
David Koehler is a PFS-designated registered investment advisor at Independent Financial Group, LLC, based in San Jose, CA, with 21 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1541 the Alameda, San Jose, CA, 95126
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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
David is the 100% owner of Alameda Financial Group (DBA for marketing), Koehler & Associates CPA, Inc. (public accounting), and Alameda Bookkeeping Service, LLC. He is also a real estate agent, part owner of a restaurant, and a licensed insurance agent offering various types of insurance products, dedicating a few hours per week to insurance sales.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Afa Advisor Services LLC
Afa Financial Group, LLCBroker
1st Global Capital CORP.Broker
State Registrations13 states
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