AK

Andrew Robert Koogler

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$1,500

Huntington Financial Advisors offers various wrap fee programs with fees based on a percentage of your assets under management. The specific percentage varies depending on the program you choose (PWC, RPM, GPS Premier, GPS Total, GPS Select, GPS Foundations, GPS Wrap Strategists) and the amount of assets in your account. Each program has its own fee schedule. Some programs also have additional manager fees. Minimum investment amounts vary by program, ranging from $10,000 to $1,000,000.

Areas of Practice
Investment Management
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Advisor Information

Office location

Cohw Osj - Bethel Road, 1600 Bethel Road, Columbus, OH, 43220

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew is a board member for Heinzerling Community, an organization providing care to individuals with developmental disabilities. He dedicates minimal time to this activity.

Employment History
Current Registrations
Huntington Financial Advisors
July 2003 - Present · 22 yrs 6 mos
The Huntington Investment Company
May 2002 - Present · 23 yrs 8 mos
The Huntington Investment Company Broker
May 2002 - Present · 23 yrs 8 mos
Previous Registrations
Quick & Reilly, INC.Broker
March 2002 - May 2002 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 1995 - March 2002 · 6 yrs 3 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.