Douglas Koogler
Douglas Koogler is a registered investment advisor at Kiplinger Wealth Advisors, based in Springboro, OH, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 374 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kiplinger Wealth Advisors manages investments for a fee that ranges from 0.70% to 2.00% per year, and the exact fee is negotiable. The fee is calculated monthly based on the value of your account at the end of the previous month. The fee includes some custodian fees, but you may incur other charges imposed by the custodian, such as wire transfer fees. Clients in the Participant Account Management program will have their fee deducted from another account that Kiplinger Wealth Advisors manages. However, clients can request to pay by check or third-party payment vendor.
Location
24 Remick Blvd, Springboro, OH, 45066-9557
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas works as an independent contractor selling and servicing insurance and annuity products since 2017. This activity requires minimal time.
Employment History
Current Registrations
Kiplinger Wealth Advisors
Previous Registrations
Securities America, INC.Broker
Wealth Management Group
LPL Financial LLCBroker
Kiplinger Wealth Advisors
Securities America, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.