Thomas Arnold Koehler
Investment adviser representative at Grant Koehler & Levin Ltd.
19 yearsExperience
1 stateRegistered in
$289.4MFirm assets
23 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 assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Grant Koehler & Levin Ltd.May 2007 to now
- Polar Investment Counsel IncMay 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (FL).
Grant Koehler & Levin Ltd.
$289.4MAssets managed
191Clients
3Advisers
23 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
- 4466901
- Firm CRD
- 125531