Matthew
Kohler
Dfpg Investments, LLC
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About this Advisor
Matthew Kohler is a financial advisor based out of Sandy, Utah with a total of 1 year of industry experience. Kohler is an employee of Dfpg Investments, LLC. Over the course of their career, they have held roles at Williston Public School District, University Of Jamestown, Minot State University, Ameriprise Financial Services, Inc, Concorde Investment Services, LLC, Concorde Asset Management, LLC and Dfpg Investments, LLC. Kohler holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in North Dakota. Dfpg Investments, LLC is a firm operating out of Sandy, UT. It has offices in 23 locations and a total of 156 people on staff. It administers $2 billion in assets between its 10,642 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 10,642 client accounts, 29% belong to high-net-worth investors who have greater than $1 million in assets. Dfpg Investments, LLC performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Dfpg Investments, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dfpg Investments, LLC Brokerage Details
$2,009,732,330
156
10,642
$188,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Kohler Work History
Matthew has been registered as a financial advisor for 1 years.*
Dfpg Investments, LLC
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Minot State University
Ameriprise Financial Services, Inc
University Of Jamestown
Williston Public School District
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Kohler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dfpg Investments, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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