Best Investors Account Sign in
Inactive

William Andrew Koehler

Kingsview Wealth Management, LLC

Babylon, NY

Grants Pass, OR

CRD 6395483

Claim This Profile
Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-06
  • NY RA
    APPROVED
    Since 2021-04-06

Branch Locations

400 West Main Street Suite #160, Babylon, NY 11702 • United States

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • 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
Edward Jones St Louis MO 11/2014 07/2016
Kingsview Wealth Management Llc Babylon NY 07/2016 Present
Kingsview Partners Llc Grants Pass OR 07/2016 Present
Previous Registrations
  • 2015-03-20 → 2016-07-11
    Edward Jones
    Lindenhurst, NY
    West Islip, NY
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-02
  • S66 Uniform Combined State Law Examination
    2015-02-02
Other Names
  • Billy Andrew Koehler
  • Will Andrew Koehler
  • Bill Andrew Koehler

View on SEC IAPD

More in Babylon, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor