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Honors & Awards

Koehler receives RPC designation

[APRIL 8, 2003]  Nicholas A. Koehler, a financial consultant with the Lincoln office of A.G. Edwards & Sons, Inc. has completed training for the title of "Retirement Planning Consultant." Koehler completed an extensive training course offered through the College for Financial Planning and other institutions that provide classes in this discipline.

"Financial consultants who are awarded the Retirement Planning Consultant designation have in-depth knowledge of the financial planning process and are better equipped to meet the ever-changing demands and more complex retirement needs of our clients," said Philip Dehner, branch manager of A.G. Edwards Lincoln office.

In achieving the new designation, Koehler successfully completed approximately 100 hours of study, which addressed subjects such as analysis of savings needs for retirement, design of qualified retirement plans, Social Security, Medicare and more. A 10-hour supplementary course on the latest A.G. Edwards tools and techniques, offered through A.G. Edwards University, is also required.

Koehler lives in Lincoln and has been with A.G. Edwards since January of 2002.

[News release]

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Leisinger honored

[APRIL 3, 2003]  James D. Leisinger, CFP™, a senior financial advisor with American Express in Lincoln, has been selected for the company’s Premier Club for his outstanding service to clients in protection planning.

The Premier Club recognizes American Express financial advisors who have consistently provided balance for their clients through high-quality investment and protection planning advice to clients within their practice. Leisinger is being recognized for his service in the 2002 calendar year. He has been with American Express for 20 years.

His American Express office is located in the Griesheim Building, 101½ S. Kickapoo St. in Lincoln.

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