Ronald Lee Koehler

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

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:

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

Current Employers

Employment History

• 03/1984 → 03/2017
  Metlife Securities Inc.
  Galesburg, IL
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Galesburg, IL
• 03/2017 → Present
  Mml Investors Services, Llc
  Galesburg, IL

Previous Registrations

• 1999-01-01 → 2017-03-25
  Msi Financial Services, Inc.
  Galesburg, IL

Other Businesses

(1)INDEPENDENT INSURANCE AGENT FIXED ANNUITIES,LIFE/ACCIDENT/HEALTH, MEDICARE RELATED PRODUCTS THROUGH AUGSBURGER AND ASSOCIATES 1HR/WK DURING SECURITIES TRADING & 0HRS/WKND & EVENINGS SINCE 10/2011 (2)INDEPENDENT INSURANCE AGENT FROM BUSINESS ADDRESS PROPERTY AND CASUALTY 2 SECURITY HOURS SINCE 7/16 (3)NAME: RTJSKYEK, LLC INV REL: Y ADD: 2101 WINDISH DR STE 101 GALESBURG IL 61401 NATURE: LLC FOR PURPOSES OF DIRECT DEPOSIT OF ADVISORY BUSINESS COMPENSATION POSITION: OWNER START DATE: 10/13/2022 NO. HR/MO: 1 NO. HR/MO DUR TRADING: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-04
• S63 Uniform Securities Agent State Law Examination
  1986-12-19

Designations

• Chartered Financial Consultant

Other Names

• Ronald Koehler