DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

K•••••• H•••

W•••• F•••• A•••••••wirehouseToledo, Oh dual registrantIAPD 2618287

Certified Financial Planner

Feed of 09/15/2026

Also filed as K•••••• Koehler H•••

At current firm

0 y

since Apr 10, 2026

In the industry

27 y

since Feb 16, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Apr 10, 2026 · Toledo, Oh
U•• F•••••••• S••••••• I••• wirehouse
Dec 14, 2011 to Apr 21, 2026 · Sylvania, Oh
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jun 17, 2003 to Dec 16, 2011 · Toledo, Oh
C•••••••• G••••• M•••••• I••• BD affiliated
Dec 7, 1999 to Jun 12, 2003 · Toledo, Oh

Moves

a registration end followed by a registration begin elsewhere

U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••
left Apr 21, 2026, registered Apr 10, 2026 (-11 days) · Wirehouse to wirehouse · moved with a team
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••
left Dec 16, 2011, registered Dec 14, 2011 (-2 days) · Wirehouse to wirehouse
C•••••••• G••••• M•••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Jun 12, 2003, registered Jun 17, 2003 (5 days) · Other

Signals

K•••••• H••• left U•• F•••••••• S••••••• I••• for W•••• F•••• A••••••• (registered 2026-04-10)
Apr 21, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address