Christopher Grant
Grant Koehler & Levin · Mequon, Wisconsin
Christopher Grant is a fee-only financial advisor at Grant Koehler & Levin in Mequon, Wisconsin. Christopher charges a percentage of assets (0.5%–1.2% a year of assets managed).
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Facts
| Firm | Grant Koehler & Levin |
|---|---|
| Based in | Mequon, Wisconsin |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5%–1.2% a year of assets managed |
| Assets under management | $289.4M across 195 accounts |
| SEC registration | Investment adviser representative in WI · CRD 1428008 |
| Exams passed | Series 63 (1992) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.dollarsatwork.com |
How Christopher's firm compares
- Grant Koehler & Levin's average account is about $1.5 million, from its Form ADV (assets managed divided by 195 accounts).
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Questions about Christopher
Is Christopher Grant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Grant Koehler & Levin reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher charges a percentage of assets.
How much does Christopher charge?
According to Grant Koehler & Levin's website, checked October 30, 2026: 0.5%–1.2% a year of assets managed.
Where is Christopher Grant based?
Christopher Grant is based in Mequon, Wisconsin.
Is Christopher Grant registered with the SEC?
Yes. Christopher Grant is registered as an investment adviser representative in WI (CRD 1428008), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Grant Koehler & Levin manage?
Grant Koehler & Levin reports $289.4M across 195 accounts in assets under management.
How do I contact Christopher Grant?
Through Christopher's website, www.dollarsatwork.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Grant Koehler & Levin website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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