William Andrew Koehler
Investment adviser representative at Koehler Asset Management
10 yearsExperience
1 stateRegistered in
$111MFirm assets
Under 1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Koehler Asset Management, LLCMay 2026 to now
- Kingsview Partners LLCJul 2016 to Apr 2026
- Kingsview Wealth Management LLCJul 2016 to Apr 2026
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Koehler Asset Management
Legal name: Koehler Asset Management, LLC
$111MAssets managed
191Clients
2Advisers
Under 1 yearIn 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
- 6395483
- Firm CRD
- 340322