Unclaimed Profile

William Edward Koehler

FINANCIAL COUNSELORS INC·OVERLAND PARK, Kansas

Clean record18 years registeredFINANCIAL COUNSELORS INC

5901 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211CRD# 2728319Firm CRD# 106398

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Edward Koehler · OVERLAND PARK, KS

Registration

CRD #2728319 · FINANCIAL COUNSELORS INC · 18 years registered

Brand Profile

Not yet started

Career History

FCI ADVISORS

Aug 2014 – present

TOWER WEALTH MANAGERS, INC.

Feb 2012 – Aug 2014

KANSAS CITY, MO

ETF PORTFOLIO PARTNERS, INC.

Jun 2008 – Jan 2012

LEAWOOD, KS

Registrations & Exams

Registration record

First registered · June 27, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL COUNSELORS INC

CRD 106398 · SEC 801-48195

AUM

$15.1B

Regulatory assets under management

Employees

14,421 client accounts

Services offered by FINANCIAL COUNSELORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FINANCIAL COUNSELORS INC →

Introduction

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Frequently Asked Questions

What services does William Edward Koehler offer?

William Edward Koehler specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are William Edward Koehler's credentials?

William Edward Koehler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Edward Koehler located?

William Edward Koehler is based in OVERLAND PARK, Kansas, working with FINANCIAL COUNSELORS INC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does William Edward Koehler charge for services?

William Edward Koehler's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL COUNSELORS INC?

FINANCIAL COUNSELORS INC has approximately 68 employees and manages $15.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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