Michael Allen Koler

Current Employers

Employment History

• 01/2009 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Parma Heights, OH

Previous Registrations

• 2014-03-12 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Parma Heights, OH
• 1999-11-04 → 2014-05-30
  Koler Wealth Management
  Parma Hts., OH
  Parma Hts., OH

Other Businesses

1) MICHAEL A. KOLER POSITION: Owner - NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1992 ADDRESS: 6400 Pearl Road Parma Heights, Ohio 44130, Parma Heights OH 44130, United States DESCRIPTION: Sale of Life Insurance and Annuities to clients 2) DBA: KOLER FINANCIAL GROUP POSITION: Other - No title NATURE: Other - "Koler Financial Group" is a DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1995 ADDRESS: 6400 Pearl Road, Parma Heights OH 44130, United States DESCRIPTION: Koler Financial Group is a DBA 3) ST. AMBROSE ENDOWMENT FOUNDATION POSITION: Board Member NATURE: 501(c)(3) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2019 ADDRESS: 929 Pearl Road, Brunswick OH 44212, United States DESCRIPTION: Advise and review the management and direction of the Endowment. Proceeds to be used for the Church, and associated activities. Assets are managed by a third party, KeyBank Wealth Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-28
• S63 Uniform Securities Agent State Law Examination
  1987-08-17

Designations

Other Names

• Michael Koler