Anthony Koehler's Location
Grand Rapids, MI, US
Anthony Koehler's Work
- Regional Vice President @ Mercer Advisors
- Vice President- Senior Client Advisor @ Huntington National Bank
- Registered Representative Huntington Investment Company @ Huntington National Bank
- Branch Manager @ TD Ameritrade
- Senior Wealth Manager @ CIG Capital Advisors
- Wealth Management Advisor @ TIAA
- Vice President-Financial Consultant @ Charles Schwab
Anthony Koehler's Education
- Michigan Technological University
BS (Business Administration)
1995 - 1999 - Grand Valley State University
MBA (Business Management)
2007 - 2010 - College for Financial Planning
CFP (Certified Financial Planner)
2005 - 2006
Anthony Koehler's Skills
- Leadership
- Estate Planning
- Financial Advisory
- Series 63
- Banking
- Planning
- Fixed Income
- Retirement Planning
- Financial Planning
- Sales
Anthony Koehler's Summary
Anthony Koehler, based in Grand Rapids, MI, US, is currently a Regional Vice President at Mercer Advisors, bringing experience from previous roles at Huntington National Bank, TD Ameritrade and CIG Capital Advisors. Anthony Koehler holds a 1995 - 1999 BS in Business Administration @ Michigan Technological University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Series 63, Banking and more, Anthony Koehler contributes valuable insights to the industry. Anthony Koehler has 4 emails on RocketReach.
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