Bill Koehler
Algemeen Directeur bij Financial Counselors, Inc.
Profiel
Mr. William E.
Koehler, CFA MBA, is a President & Chief Executive Officer at Financial Counselors, Inc. He actively involves in the overall management of the firm, as well as all areas of investment management.
He joined the firm in 2014.
Mr. Koehler has over 30 years of industry experience, including serving as President and Chief Executive Officer of Tower Wealth Managers, Chief Investment Officer at ETF Portfolio Partners, and as Vice President of investment oversight at American Century Investments.
He received his BBA degree from the University of Iowa and an MBA from the University of Kansas.
He is a Chartered Financial Analyst charter holder.
Actieve functies van Bill Koehler
| Bedrijven | Functie | Begin |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Algemeen Directeur | 01-07-2014 |
Eerdere bekende functies van Bill Koehler
| Bedrijven | Functie | Einde |
|---|---|---|
Country Club Trust Co., NA
 Country Club Trust Co., NA Regional BanksFinance Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS. | Algemeen Directeur | 31-07-2014 |
Tower Wealth Managers, Inc.
 Tower Wealth Managers, Inc. Investment ManagersFinance Tower Wealth Managers, Inc. (TWM) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded in 2007 and they are a subsidiary of Country Club Trust Co., NA., ultimately owned by CCB Financial Corp. TWM provides services directly to their own retail and institutional clients, and to clients of other entities though sub-advisory agreements with those entities. | Algemeen Directeur | 31-07-2014 |
Tower Wealth Advisors, Inc.
 Tower Wealth Advisors, Inc. Investment ManagersFinance Tower Wealth Advisors, Inc. provides investment advice. The private company is based in Wheaton, IL. | Algemeen Directeur | 31-07-2014 |
DeMarche Associates, Inc.
 DeMarche Associates, Inc. Investment ManagersFinance DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS. | Corporate Officer/Principal | - |
UMB Bank, NA
 UMB Bank, NA Major BanksFinance UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
Opleiding van Bill Koehler
| University of Iowa | Undergraduate Degree |
| University of Kansas | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 8 |
|---|---|
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Finance |
Country Club Trust Co., NA
Country Club Trust Co., NA Regional BanksFinance Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS. | Finance |
UMB Bank, NA
UMB Bank, NA Major BanksFinance UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO. | Finance |
Tower Wealth Managers, Inc.
Tower Wealth Managers, Inc. Investment ManagersFinance Tower Wealth Managers, Inc. (TWM) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded in 2007 and they are a subsidiary of Country Club Trust Co., NA., ultimately owned by CCB Financial Corp. TWM provides services directly to their own retail and institutional clients, and to clients of other entities though sub-advisory agreements with those entities. | Finance |
DeMarche Associates, Inc.
DeMarche Associates, Inc. Investment ManagersFinance DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS. | Finance |
American Century Investments Value Yield LLC
 American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Commercial Services |
ETF Portfolio Partners, Inc.
 ETF Portfolio Partners, Inc. Investment ManagersFinance ETF Portfolio Partners, Inc. is an independent registered investment advisor headquartered in Leawood, Kansas. Founded in 2004, the firm provides investment advisory services on a discretionary basis to individuals, high net worth individuals, pension and profit-sharing plan participants, charitable organizations, corporations, trusts and estates. | Finance |
Tower Wealth Advisors, Inc.
Tower Wealth Advisors, Inc. Investment ManagersFinance Tower Wealth Advisors, Inc. provides investment advice. The private company is based in Wheaton, IL. | Finance |
