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Charles John Koehn

Advisory Services Network

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About Charles John Koehn

Charles John Koehn is a financial advisor with Advisory Services Network, based in Atlanta, Georgia. Charles Koehn has over 20 years of experience in the financial services industry. Charles John Koehn offers financial planning, portfolio management for individuals, and selection of other advisors to clients. Charles John Koehn is also registered to provide investment advisory services in Wisconsin.

Firm Information

Charles Koehn is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Koehn’s Registration & Firm History

GA

01/01/2025 - Present

Advisory Services Network (ATLANTA GA)

WI

09/11/2017 - 10/28/2019

SIGMA FINANCIAL CORPORATION (Milwaukee WI)

WI

04/21/2015 - 11/07/2016

MORGAN STANLEY (MILWAUKEE WI)

IL

04/05/2011 - 01/07/2015

NEWEDGE USA, LLC (CHICAGO IL)

IL

01/01/2004 - 04/06/2011

PRUDENTIAL BACHE SECURITIES, LLC (CHICAGO IL)

NY

06/17/2003 - 01/01/2004

PRUDENTIAL EQUITY GROUP, INC. (NEW YORK NY)

NY

06/25/1998 - 06/13/2003

HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)

NY

06/19/1997 - 11/24/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/04/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2022

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles John Koehn.
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