Jocelyn Marie Koester
Investment adviser representative at Nisa Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$343.9BFirm assets
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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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Nisa Investment Advisors, LLCJun 2017 to now
- Buckingham Asset ManagementSep 2016 to Apr 2017
- Butler UniversityAug 2013 to May 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MO).
Nisa Investment Advisors, LLC
$343.9BAssets managed
440Clients
82Advisers
32 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
- 8115188
- Firm CRD
- 107313