Laura M. Kohler
Investment adviser representative at Willow Grove Advisors, LLC
10 yearsExperience
1 stateRegistered in
$369.8MFirm assets
7 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Willow Grove Advisors, LLCJan 2026 to now
- Family Support ServicesMay 2025 to now
- Ride OaklandDec 2025 to Jan 2026
- Soulcycle, LLCMar 2025 to Dec 2025
- RocsMay 2024 to Oct 2024
- UnemployedApr 2024 to Apr 2024
- Soulcycle, LLCFeb 2024 to Feb 2025
- Kpmg, LLPAug 2019 to Mar 2024
- Shady GroveOct 2018 to Jul 2019
- University of PittsburghJan 2018 to Sep 2018
- Keybank National AssociationJul 2017 to Dec 2017
- University of PittsburghJun 2017 to Jun 2017
- Hotel IndigoMar 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Willow Grove Advisors, LLC
$369.8MAssets managed
194Clients
6Advisers
7 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
- 8236597
- Firm CRD
- 151993