Best Investors Account Sign in
Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2002-07-26
  • NJ RA
    APPROVED
    Since 2002-07-26

Branch Locations

1307 White Horse Road Ste. D-102, Voorhees, NJ 08043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cohler Financial Associates Marlton NJ 11/1991 Present
United Planners' Financial Services Marlton NJ 03/1995 Present
Finra Arbitrator Philadelphia PA 11/2019 Present
Michael D. Cohler - Insurance Planning Marlton NJ 01/1985 Present
  • 11/1991 → Present
    Cohler Financial Associates
    Marlton, NJ
  • 03/1995 → Present
    United Planners' Financial Services
    Marlton, NJ
  • 11/2019 → Present
    Finra Arbitrator
    Philadelphia, PA
  • 01/1985 → Present
    Michael D. Cohler - Insurance Planning
    Marlton, NJ
Other Businesses

1.) COHLER FINANCIAL ASSOCIATES - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - MARLTON, NJ - SINCE 07/1991 - NOT INVESTMENT RELATED 2.) COHLER FINANCIAL ASSOCIATES - AGENT - NON-VARIABLE INSURANCE - MARLTON, NJ - SINCE 01/2000 - INVESTMENT RELATED 3.) MICHAEL COHLER (REAL ESTATE) - PRINCIPAL - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - CHERRY HILL, NJ - SINCE 01/2004 - INVESTMENT RELATED 4.) NEW JERSEY NOTARY PUBLIC - NOTARY - MARLTON, NJ - SINCE 01/1993 - NOT INVESTMENT RELATED 5.) FINRA ARBITRATOR - ARBITRATOR - HEARING TEAM THAT REVIEWS SECURITY DESPTS - PHILADELPHIA, PA - SINCE 11/2019 - NOT INVESTMENT REALD 6.) L&A NASON FAMILY TRUST - NAMED IN TRUST AS BEING A SUCCESSOR TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - MARLTON, NJ - SINCE 03/2021 - INVESTMENT RELATED 7.) COHLER FAMILY TRUST - CO-TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - MARLTON, NJ - SINCE 09/2005 - INVESTMENT RELATED 8.) MICHAEL D. COHLER - INSURANCE PLANNING - AGENT - NON-VARIABLE INSURANCE - MARLTON, NJ - SINCE 01/1985 - INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-06-10
  • S63 Uniform Securities Agent State Law Examination
    1983-06-10
Designations

View on SEC IAPD

More in Voorhees, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor