Anthony Koehler Email & Phone Number
Regional Vice President @ Mercer Advisors
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Anthony Koehler Location
- Grand Rapids, MI, US
Anthony Koehler Work
- Regional Vice President @ (September 2023 - Present)
- Vice President- Senior Client Advisor @ (April 2020 - September 2023)
- Registered Representative Huntington Investment Company @ (April 2020 - September 2023)
- Branch Manager @ (April 2017 - April 2020)
- Senior Wealth Manager @ (September 2016 - November 2016)
- Wealth Management Advisor @ (February 2014 - August 2016)
- Vice President-Financial Consultant @ (January 2000 - February 2014)
Anthony Koehler Education
- Grand Valley State University
MBA (Business Management)
2007-2010 - College for Financial Planning
CFP (CERTIFIED FINANCIAL PLANNERâ„¢)
2005-2006 - Michigan Technological University
BS (Business Administration)
1995-1999
Anthony Koehler Skills
- Leadership
- Estate Planning
- Financial Advisory
- Series 63
- Banking
- Planning
- Fixed Income
- Retirement Planning
- Financial Planning
- Sales
- Portfolio Management
- Capital Markets
- Investments
- Relationship Management
- Business Development
- Finance
- Team Leadership
- 401k
- Investment Advisory
- Asset Allocation
- Strategy
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Sales Management
- FINRA
- Investment Strategies
- Risk Management
- Asset Management
- Certified Financial Planner
- Customer Service
- Financial Analysis
- Management
- Design
- Trading
- Marketing Strategy
- Retirement
- Series 7
- Securities
- Investment Management
- Series 66
- Series 24
Anthony Koehler Summary
- Anthony Koehler, based in Grand Rapids, MI, US, is currently a Regional Vice President at Mercer Advisors. Anthony Koehler brings experience from previous roles at Huntington National Bank, TD Ameritrade and CIG Capital Advisors. Anthony Koehler holds a 2007 - 2010 MBA in Business Management @ Grand Valley State University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Series 63, Banking and more. Anthony Koehler has 3 emails and 2 mobile phone numbers on RocketReach.
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