David Koehler is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Wauwatosa, WI, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2323 N Mayfair Rd, Wauwatosa, WI, 53226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns All Priceless Photos, L.L.C., a photography business, and spends a few hours per week on it. He also works as a delivery driver for Door Dash (about 10-20% of his time) and Uber Eats (a few hours per week).
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations7 states
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