Kurt R Koehler

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → Present
  Morgan Stanley Smith Barney
  Green Bay, WI
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2010-04-29 → 2011-05-17
  M&I Investment Management Corp.
  Milwaukee, WI
• 2005-09-15 → 2010-03-26
  M&I Financial Advisors, Inc
  Green Bay, WI
  Green Bay, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-30
• S63 Uniform Securities Agent State Law Examination
  1992-07-22

Other Names

• Kurt Robert Koehler