Kameron R. Koehler

KAMKO FINANCIAL

APPLETON, WI 54914

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CRD#: 6615871

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.

Pioneer Metal Finishing; Green Bay, WI; not investment related; Accounts Receivable Specialist since 5/2023; 160 hrs/mo

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

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/3/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/21/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/6/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KAMKO FINANCIAL

KAMKO FINANCIAL | KAMKO LLC

CRD#: 334470 / SEC#:

Wisconsin

Registered Investment Advisory firm - (1/8/2025 Approved)

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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

Documents

Latest Form ADV

Red Flags

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

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Kameron R. Koehler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KAMKO FINANCIAL

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2023

Series 63

Date: 1/21/2017

SIE

Date: 2/10/2017

Series 6

Date: 9/6/2016

Current Firm

KAMKO FINANCIAL

Contact information

Documents

Red Flags

Company Information

KAMKO FINANCIAL

TRUST BUT VERIFY

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