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Grant Koehler & Levin Ltd. financial advisors
Every SEC-registered investment adviser representative at Grant Koehler & Levin Ltd., by the state and city of the office they work from.
3 registered advisors work at Grant Koehler & Levin Ltd., in 2 states and 3 cities; the most are in Mequon, WI (1). 0 list the CFP designation and 0 are also registered broker representatives.
Search every Grant Koehler & Levin Ltd. advisor by name →Who joined and left Grant Koehler & Levin Ltd. →Grant Koehler & Levin Ltd.: assets, clients and custodians →
Cities with the most Grant Koehler & Levin Ltd. advisors
Grant Koehler & Levin Ltd. advisors by state
Questions
How many financial advisors does Grant Koehler & Levin Ltd. have?
3 investment adviser representatives are registered with Grant Koehler & Levin Ltd., according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 3 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Grant Koehler & Levin Ltd. have the most advisors?
Mequon, WI, with 1 registered advisors, then Palm City, FL (1). By state, Florida has the most, with 2.
How do I find a Grant Koehler & Levin Ltd. financial advisor near me?
Pick your state below, then your city, to see every Grant Koehler & Levin Ltd. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Grant Koehler & Levin Ltd. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →