MK
MK
Matthew Koehling
8 Years of Experience
Indianapolis, IN
1 DisclosureBroker
Matthew Koehling is a registered investment advisor at Raymond James & Associates, INC., based in Indianapolis, IN, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
421 North Pennsylvania Street, Suite 201, Indianapolis, IN, 46204
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2025Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2017 - Present · 9 yrs
Raymond James & Associates, INC.Broker
March 2017 - Present · 9 yrs 2 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.