David William Koler

Current Employers

Employment History

• 10/2014 → 01/2018
  Vitamix
  Olmsted Township, OH
• 09/2017 → Present
  Sagepoint Financial, Inc.
  Parma Heights, OH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Parma Heights, OH

Previous Registrations

• 2019-07-19 → 2023-09-01
  Osaic Services, Inc.
  Parma Heights, OH

Other Businesses

1) KOLER FINANCIAL GROUP POSITION: Vice President NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2018 ADDRESS: 6400 Pearl Road, Parma Heights OH 44130, United States DESCRIPTION: Koler Financial Group is a DBA for marketing purposes. 2) KOLER TAX SERVICE POSITION: Tax Preparer NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1997 ADDRESS: 6400 Pearl Road, Parma Heights OH 44130, United States DESCRIPTION: DBA for Marketing purposes 3) DAVID W. KOLER POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/08/2018; ADDRESS: 6400 Pearl Road, Parma Heights OH 44130, United States DESCRIPTION: Licensed to sell traditional insurance and fixed annuities. 4) PADUA FRANCISCAN HIGH SCHOOL ENDOWMENT BOARD MEMBER POSITION: Endowment Board Member NATURE: Non-Profit, High School Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2021 ADDRESS: 6740 State Road, Parma OH 44134, United States DESCRIPTION: Endowment Board Member to analyze how the school's funds are being issued and managed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-05
• S63 Uniform Securities Agent State Law Examination
  2018-01-26