Bill Koehler

Independent Branch Financial Consultant

+1 262-326-2503

Financial credentials

  • Series 4, 7, 24, 27, 53, 63, 66 Securities Licenses

Experience

39 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2016-present
  • President/CEO, Wisconsin Discount Securities Corp., 1985-2016

Education

  • BBA - Finance (1985)
  • University of Wisconsin - Milwaukee

Personal interests and affiliations

  • Celebrate Grafton, Inc. - Board Member (2013 - 2018)

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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