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KK

Kameron R. Koehler

KAMKO FINANCIAL
APPLETON, WI 54914
Some features on this profile are disabled
CRD#: 6615871
KK

Professional summary

Kameron Roger Koehler, who also goes by Kam Koehler, is a registered financial advisor currently at KAMKO FINANCIAL located in Appleton, Wisconsin.

Kameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kameron has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kam Koehler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kameron Roger Koehler's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 8, 2025 - Present

KAMKO FINANCIAL

Office #1: 4321 W. College Avenue Suite 200, Appleton, WI 54914
RIA
CRD#: 334470
APPLETON, WI
Past

September 6, 2016 - February 10, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
De Pere, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(1/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/3/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/21/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/10/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/6/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

KF
KAMKO FINANCIAL
KAMKO FINANCIAL | KAMKO LLC

CRD#: 334470 / SEC#:

Wisconsin
Registered Investment Advisory firm - (1/8/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4321 W. College Avenue Suite 200, Appleton, WI 54914
Mailing Address
Phone number
(920) 598-5988
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KAMKO FINANCIAL

CRD#: 334470Appleton, WI 54914

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