Grant Koehler & Levin

Grant Koehler & Levin

Grant Koehler & Levin is a financial services firm based in Mequon, Wisconsin, a northern suburb of Milwaukee. The firm maintains a web presence under the domain DollarsAtWork, which strongly suggests a workplace financial wellness or employee-benefits orientation rather than a conventional high-net-worth private wealth practice. Publicly available details on founding date and named principals remain limited. The firm's outward-facing brand, "Dollars At Work," implies a focus on retirement plan services, 401(k) advisory, or employer-sponsored financial education. This positioning differentiates it from typical family-office or multi-family-office structures in the region. Without a disclosed asset-class breakdown, the strategy appears to center on participant-level guidance and plan-sponsor consulting, potentially covering defined-contribution plans, IRA rollovers, and fiduciary support — a pattern consistent with small to mid-sized registered investment advisers serving employer groups in the upper Midwest. No public disclosures are available regarding total assets under advisement, team size, or named portfolio holdings. The firm does not appear to operate additional offices or maintain adjacent vehicles such as philanthropic foundations or real-asset arms. The absence of a LinkedIn presence or detailed regulatory filings in commonly searched databases limits visibility into recent operational activity. Grant Koehler & Levin's structural differentiator is its explicit alignment with the workplace — a distribution channel that embeds financial advice inside the employment relationship. This architecture can produce stickier client relationships and a lower client-acquisition cost than retail-facing wealth managers. However, the lack of any public narrative around succession, governance, or firm ownership means the firm's long-term continuity remains an open question.