Steven Martin Kohler
Investment adviser representative at D.B. Root & Company, LLC
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$952.4MFirm assets
Are you Steven Martin Kohler? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
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
9 years in the industry.
- D.B. Root & Company, LLCOct 2015 to now
- Purshe Kaplan Sterling InvestmentsOct 2015 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
D.B. Root & Company, LLC
$952.4MAssets managed
777Clients
15Advisers
11 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
- 2481078
- Firm CRD
- 188512