Jean
Koehler

Ameriprise Financial Services, Inc

CRD#4195207
Investment Advisor
in Arcadia, CA
Are you Jean Koehler? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jean Koehler is a financial advisor working out of Arcadia, California, with 13 years in the industry. Koehler is on the advisory team at Ameriprise Financial Services, Inc. They have spent the entirety of their career at Ameriprise Financial Services, Inc. Koehler maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Ameriprise Financial Services, Inc is an advisory company operating in Arcadia, California. The firm has offices in 161 locations and a total of 13,020 advisors. It has $244 billion in assets across its 1,268,997 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 1,420 charitable organizations. Of its 1,268,997 customer accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets. Ameriprise Financial Services, Inc offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management largely vary depending on which service is provided. Fees billed by Ameriprise Financial Services, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

55 E Huntington Dr Ste 340
Arcadia, CA 91006-3247

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

CA Average: $5,289,111,388
Total Number of Employees

13,718

CA Average: 157
Total Number of Accounts

1,393,263

CA Average: 8,262
Average Account Size

$178,230

CA Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Jean Koehler Work History

Jean has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Jean Koehler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started