Dustin Koehler, Financial Advisor

FINANCIAL ADVISOR
Dustin M Koehler

CFP®
N64 W24801 Main St Suite 108, Sussex, WI 53089opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • College Savings
  • Estate & Legacy Strategies
  • New Investors
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Music
  • Pets
  • Sports Enthusiast
  • Spending Time with Family
  • Traveling

Team Members

  • Keagan Hanson
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(262) 251-8282

Fax

(888) 423-4282

Office Address

N64 W24801 Main St Suite 108
Sussex, WI 53089opens in a new window

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