Anthony Joseph Koehler
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$84.4BFirm assets
Are you Anthony Joseph Koehler? 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 assetsHourlyFixed or flat feeOther
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.
- Mercer Global Advisors Inc.Sep 2023 to now
- The Huntington National BankApr 2020 to Sep 2023
- TD AmeritradeApr 2017 to Apr 2020
- UnemployedNov 2016 to Apr 2017
- Cig Asset ManagementSep 2016 to Nov 2016
- Cig Capital AdvisorsSep 2016 to Nov 2016
- Cig Risk ManagementSep 2016 to Nov 2016
- Cig Securities, Inc.Sep 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 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
- 4137953
- Firm CRD
- 147363