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Matthew J Koehling

Raymond James & Associates, Inc.

Indianapolis, IN

CRD 5688039

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-07-17
IN RA APPROVED 2017-05-09
  • TX RA
    APPROVED_RES
    Since 2020-07-17
  • IN RA
    APPROVED
    Since 2017-05-09

Branch Locations

421 North Pennsylvania Street Suite 201, Indianapolis, IN 46204 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James And Associates Indianapolis IN 05/2016 Present
  • 05/2016 → Present
    Raymond James And Associates
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-05
  • S66 Uniform Combined State Law Examination
    2017-05-05
Other Names
  • Matthew Jeffrey Koehling

View on SEC IAPD

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