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Michael Koehn |
Position: |
Field Representative |
Designation(s): |
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Address: |
2556 Ryan |
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Brenham, Texas 77833 |
Phone: |
979.836.2395 |
Alt Phone: |
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Fax: |
979.836.7815 |
Email: |
michael_koehn@wealthdesigngroup.net |
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Professional Experience
Mike entered the Life Insurance Business in 1981 serving in the capacity as agent or broker with a number of national life insurance carriers. He obtained the NASD Series 6 & 63 Securities designations in 1986 allowing for the sales of mutual funds, variable annuities, and variable life. Mike has served as Field Representative with The Guardian Life Insurance Company since 1999 and obtained the NASD Series 7 & 65 designations in 2000 allowing for the solicitation of fee based investment accounts under Park Avenue Securities Registered Investment Advisory.
Education
Associates of Arts Degree from Blinn College in 1970 Bachelor of Science from Texas A&M University in 1972
Memberships
& Afflilations
Member, The National Association of Insurance and Financial Advisors, since 1983
Personal
Mike and his wife, Elaine, reside on 58 acres 11 miles west of Brenham. They have 2 sons Wade and Brent. Mike and his wife are both members of the Wesley Brethren Church near Brenham, Mike currently serves as the congregational President and member of the Board of Elders. Mike’s hobbies include gardening, tending to his wine vineyard, wine making, and spending time with his family. Also during the Fall he organizes a tailgating group at all of the Texas A&M home football games.
Other
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 400 Houston, Texas 77056. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 713-622-0192. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.
Licensed in (state): Life insurance: Colorado, Florida, New York, and Texas
Securities: Colorado, Florida, Tennessee, and Texas Advisory: Colorado, Texas and Tennessee
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