portrait of Mark A Koogler II
FINANCIAL ADVISOR
Serving clients with $250,000
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About Mark

As a financial advisor, I help serious investors achieve their long-term financial goals. We partner together throughout their lives to help them to:
1. Organize and Consolidate wealth
2. Grow wealth
3. Protect wealth
4. Efficiently transfer wealth

This structure captures the essence of financial health.

I have worked in the financial industry since 2002, and at Edward Jones since 2011. I give advice that is focused on helping clients reach their goals and seek to serve them relationally – not just through transactions.

I am a native of Dayton, Ohio, and have served in many capacities across multiple non-profit organizations. I have a heart to help,...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Wealth Strategies
  • Charitable Giving

Work History

  • Edward JonesNovember 2011 to Current

Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Bird Watching
  • Gardening

Team Members

  • Lisa Kloos
    Sr. Branch Office Administrator

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