Dan von Koschembahr

von Koschembahr, Dan

Job Title: Financial Advisor
Company: Main Street Wealth Advisors
Industry: Financial Services
Mentor Since: Fall 2009
Will Mentor: Undergrad Students, Graduate Students, Bridge MBA Students

Job Description

Educate and advise clients on strategies to manage, grow, and preserve their assets; specific areas of focus are Planning/Management of cash flow, investing, liability, retirement, 401K and 403b Plans, Education Funding, Mortgage and personal Lending, life and LTC, and charitable gift giving. My commitment to clients; to help them address any financial issue they face by providing my consultative services as well as coordinating with other Advisors, Tax Advisor and/or Attorney. 

Company Description

Retail brokerage and asset management businesses

Employment History

Financial Advisor                   
Main Street Wealth Advisors                   
2010 - Present

Financial Advisor                  
Morgan Stanley Smith Barney (WA)                  
March 2004 – 2010

Service Manager                           
Kuhlman Technologies (WA)                     
June 2000 - February 2004

Educational Consultant: WA     
Grolier Publishing (WA)                              
May 1998 - May 2000

District Service Manager: Copier Div.     
Eastman Kodak Company (WA)              
June 1989 - November 1997

Service Engineer: Minilabs Worldwide  
Eastman Kodak Company (NY)        
December 1985 - May 1989

High School Biology Instructor    
Bryan Station High School (KY)           
August 1974 – June 1980

Additional: Calligraphy Instructor (adult ed), TV Station (engineering), Civil Engineer (drafting), Voice-overs 


NASD Series 7, 63, and 65, Life/Disability Insurance
Web Technologies Certificate, University of Washington, Seattle, Washington
BS, Electrical Engineering, University of Kentucky, Lexington, Kentucky
MS, Education, (science emphasis), University of Kentucky, Lexington, Kentucky
Professional Teaching Certificate (7-12), State of Kentucky
BA, Biological Sciences, Transylvania University, Lexington, Kentucky 

Mentoring Objectives & Scope

Some of the topics: finding a job, work life balance, interviewing skills, social media, resumes, choosing a career, and more...

When and where do you hold meetings with your students?

At Seattle U or nearby coffee shop – flexible as to meeting time