Matthew H. Koehler
Professional summary
Matthew H Koehler, who also goes by Matthew Hardy Koehler, is a registered financial advisor currently at MUSTARD SEED FINANCIAL located in Meridian, Idaho.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew H Koehler's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 9, 2014 - Present
MUSTARD SEED FINANCIAL
Office #1: 501 S. Main Street, Meridian, ID 83642May 30, 2012 - August 1, 2013
DESERT ROSE CAPITAL MANAGEMENT, INC.
November 3, 2011 - June 14, 2012
MORGAN STANLEY
September 30, 2011 - June 14, 2012
MORGAN STANLEY
September 27, 2010 - July 5, 2011
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2014)
(2/22/2017)
Exams
Current Firm
MUSTARD SEED FINANCIAL
CRD#: 120514 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 484 |
| AUM (Assets Under Management) | $ 108,549,965 |
Red Flags
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