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William J Koehler

Charles Schwab & Co., Inc.

Mequon, WI

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-02
WI RA APPROVED 2016-11-08
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • WI RA
    APPROVED
    Since 2016-11-08

Branch Locations

11309 N. Port Washington, Mequon, WI 53092-3411 • 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
Wisconsin Discount Securities Corporation Milwaukee WI 10/1982 11/2016
Charles Schwab & Co., Inc. Mequon WI 11/2016 Present
Komo Bikes Llc Mequon WI 01/2013 12/2018
  • 10/1982 → 11/2016
    Wisconsin Discount Securities Corporation
    Milwaukee, WI
  • 11/2016 → Present
    Charles Schwab & Co., Inc.
    Mequon, WI
  • 01/2013 → 12/2018
    Komo Bikes Llc
    Mequon, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-28
S63 Uniform Securities Agent State Law Examination 1985-01-30
  • S66 Uniform Combined State Law Examination
    2016-10-28
  • S63 Uniform Securities Agent State Law Examination
    1985-01-30
Other Names
  • William Joseph Koehler
  • Bill Koehler

View on SEC IAPD

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REINHART PARTNERS, LLC
MADISON INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

WAYNE SPENCER FRANK
MELINDA AGNES WACKER
Blake Jalovec
WILLIAM GERARD MORSE
JUDITH K SCHULTZ
MICHAEL ALAN KRAMER
DANIEL JAY AIKEN
ANDREW MICHAEL WIZIARDE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MEQUON, WI
LPL FINANCIAL LLC · MEQUON, WI
OSAIC WEALTH, INC. · MEQUON, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Mequon, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEQUON, WI
REINHART PARTNERS, LLC · MEQUON, WI
MADISON INVESTMENT ADVISORS, LLC · MEQUON, WI
REINHART PARTNERS, LLC · MEQUON, WI

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