Douglas J Koogler
Investment adviser representative at Kiplinger Wealth Advisors
10 yearsExperience
1 stateRegistered in
$261.7MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Kiplinger Wealth AdvisorsNov 2017 to now
- Kiplinger Investment Advisors LLC.Nov 2017 to now
- Securities America, Inc.Nov 2017 to Dec 2021
- Wealth Management Group. Inc.Jul 2014 to Nov 2017
- LPL FinancialJun 2011 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 1 state (OH).
Kiplinger Wealth Advisors
Legal name: Kiplinger Investment Advisors, LLC.
$261.7MAssets managed
434Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1860457
- Firm CRD
- 116726