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William Andrew Koehler

"We are an organization of highly skilled people committed to understanding your needs."

Kingsview Asset Management, LLC

Lindenhurst

NY

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Overview

Services

Advisor Services

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Kingsview Asset Management, LLC 2 years, 11 months Jul 2016 - Present
Edward Jones 1 year, 8 months Nov 2014 - Jul 2016
Cablevision 3 years, 1 month Apr 2011 - May 2014
The Professional Fundraiser, Inc. 4 years, 5 months Apr 2010 - Sep 2014
Guardian Referral Network 2 years, 3 months Jan 2009 - Apr 2011

Designations & Memberships

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Articles and Answers

Insights by William Koehler

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Answers

Ask a financial questionAsk a question
I resently got let got from genesis and want to cash in my retirement. How do I go about that?
Hey Joanna,Let me start by saying I am sorry about your separation with Genesis, and that is a great question that you have asked. Regarding cashing in your retirement plan you should consult with a financial advisor about your options, and the scenarios that wouldn't run the risk of you having to...  (more)
Answered Oct 2015
Where can I get financial help for single dads?
Hey Kyle, I would recommend speaking to a few advisors about different investment options, and choosing the advisor that you are most comfortable working with. Many advisors can offer you similar services, but you want to find an advisor that you can build trust with as well as feel comfortable w...  (more)
Answered Oct 2015
I need to found my 401K plans from ex employees?
Hey Cristina, I know that it can be hard what you are going through. In fact many of my current clients felt the same way at one point or another. What I have found is that there are ways that together we can find out about your previous 401k and figure out the next steps for you. Please fee...  (more)
Answered Oct 2015
I have an old CD with a bank that I forgot about and the bank is no longer in existence. How can I get my money?
Hey Natalie,I can understand how hard and time consuming this process may be for you. I have several clients that have been in the same scenario and felt the same way. If you need help or assistance and do not have the time to do this, please feel free to call me anytime at my office, 631-957-2...  (more)
Answered Oct 2015
How do i pull out a 401k from k2 inc, bought by jarden corp. worked there in 2006 & cannot find a phone # for anyone.
Hey Monika,I know what you are going through and the process can be very time consuming. I have dealt withthis scenario many time with clients that have left companies and have a new employer that they didnot rollover or simply forgot about their old retirement plan through the process. If you ...  (more)
Answered Oct 2015
I am no longer with Kalle USA but I still have my 401K with BrightScope. How can I look it up?
Hey David,I know that it can be hard, as well as time consuming to gather information on a old retirement plan.I have several clients that felt the same way, and what we found was by working together it streamlined the process, and made it very efficient. Please feel free to call may anytime at ...  (more)
Answered Oct 2015
How much should testing cost for a 9 million dollar 401(k) plan ( new comparability feature) with 38 participants.
Hey Linda,Regarding the costs there are several different avenues you can and should look into for a plan of your size. There are many things to consider, and several ways to go about how you can pay the fees. If you are interested in hearing more, I can point you in the direction of about 6 d...  (more)
Answered Oct 2015
How can I withdraw my money?
Contact the HR department and ask them for "distribution paperwork", or you can call the 401(k) provider and ask them to email or mail you distribution paperwork. After receiving the distribution form schedule an appointment with an Advisor, or Institution and they well assist you with the necessar...  (more)
Answered Apr 2017
Where should I consider investing retirement savings after maxing out 401k?
Brent mentioned great points, as well as you can look into tax-free investments that will generate you income tax-free on the State or Federal Level, and possibly even both. Speak to an Advisor and explain to him your goals, where you are right now in regards to your deferrals, where you want to be...  (more)
Answered Apr 2017
Can I self-contribute to a 401K plan?
There are multiple factors that come into play when figuring out your contribution limits for qualified plans (401k) and IRAs. Speak to an accountant and/or an advisor to discuss the income limits about the limitations for an IRA tax deduction contribution. Your age allows a contribution of $5,500...  (more)
Answered Apr 2017
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Feb 2, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Feb 2, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Feb. 21, 2019
      • $14.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 0
        number of clients
      • $0
        Estimated Average Account Balance Per Client

    Kingsview Asset Management, LLC

    Last updated on June 13, 2019
      • $937.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 5K
        Accounts
      • $188.4K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges