Advisor at Advisory Services Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Milwaukee, WI 53202
Credentials
Series 63, Series 66
Industry experience
27 years
Charles Koehn is a financial advisor with Advisory Services Network in Milwaukee, WI, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Sigma Financial Corporation, and RCM Alternatives, where he currently serves as executive director. Koehn is also the owner and managing member of Water Street Wealth Management LLC, a service company supporting financial practice expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection across a variety of investment vehicles, managing about $8.6 billion in client assets.
Based on Advisory Services Network
Based on Advisory Services Network
Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.
$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
IARs may receive commissions from securities transactions, insurance product sales, and futures/commodities transactions in their separate capacities as broker-dealer registered representatives or insurance agents.
Financial planning and investment consulting hourly fees range from $150 to $400 per hour.
Monthly subscription fee-based advice service ranging from $35 to $250 per month.
Account minimum: $25,000 Fee-only: Portfolio management fees charged on a tiered or floating flat schedule, negotiable; Financial planning fees charged hourly ($150 - $400/hour) or fixed fee ($1,000 - $40,000 per plan); Investment consulting fees charged hourly ($150 - $400/hour), fixed fee ($1,000 - $40,000 per service), or monthly subscription fee ($35 - $250 per month); Retirement plan consulting fees charged as fixed fee or asset-based up to 1.50% annually.
229 E. Wisconsin Avenue, Suite 1004
Milwaukee, WI 53202
Wisconsin
RCM Alternatives
2022 - Present (4 years)
Advisory Services Network LLC
2019 - Present (7 years)
Sigma Financial Corporation
2017 - 2019 (2 years)
Sigma Planning Corporation
2017 - 2019 (2 years)
Umemployed
2016 - 2017 (1 year)
Morgan Stanley Private Bank, National Association
2015 - 2016 (1 year)
MORGAN STANLEY SMITH BARNEY llc
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
Eugene Szaj is a financial advisor at Disciplined Financial Services, Inc. in New Berlin, WI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Disciplined Financial Services since 2015. Disciplined Financial Services, Inc. is an independent registered investment adviser serving individuals, trusts, estates, corporations, retirement plans, and other entities. The firm provides discretionary and non-discretionary portfolio management, account manager selection, performance evaluation, and financial and retirement consulting, using a combination of fundamental, technical, and quantitative methods in its investment approach.
Series 63
Brookfield, WI
WHN Investor Services, Inc.
William Niewoehner is the sole advisor at WHN Investor Services, Inc. in Brookfield, WI, holding a Series 63 designation with 24 years of industry experience. He has been with WHN Investor Services since 1981. WHN Investor Services provides discretionary investment management to high-net-worth individuals and consulting services to institutional corporate retirement plans. The firm specializes in customized portfolios focused on dividend-paying large-cap stocks and fixed income for individuals, and offers investment policy statement development, asset allocation recommendations, manager searches, and performance evaluation for institutional clients.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Brian Selerski is a financial advisor at Selerski Asset Management, LLC with 21 years of industry experience. He holds the ChFC® designation and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. Selerski Asset Management is an independent advisory firm managing approximately $30 million for about three dozen clients, including individuals, families, trusts, businesses, and qualified retirement plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, with a focus on strategic asset allocation and customized portfolios, as well as specialized services in qualified plan and pension consulting under ERISA fiduciary standards.
Series 65
Glendale, WI
Erenda Capital
Matthew Buehler is a financial advisor at Erenda Capital with a Series 65 designation and two years of industry experience. His prior roles include positions at Glarus Capital, Ankura Consulting, and operating his own law practice, Buehler Law. Erenda Capital Management is a solo-registered investment adviser serving individuals, trusts, estates, and small businesses. The firm employs a value-oriented investment approach with concentrated portfolios and offers financial planning without additional charge.
Series 65
Milwaukee, WI
SIMS Capital Management LLC
David Sims is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with SIMS Capital Management LLC since 2003. SIMS Capital Management LLC is a small advisory firm managing approximately $56 million across about 16 client relationships. The firm provides discretionary portfolio management for individual investors and manages the publicly traded Eagle Capital Growth Fund, Inc., employing a blend of value and growth stock selection with a specialization in closed-end funds.
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