Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Koehler is an Investment Advisor Representative at AE Wealth Management, LLC. David has over 12 years of experience in the financial services industry. He is a registered representative in Kansas and Missouri. David provides investment advice for a fee and specializes in financial planning, pension consulting, and portfolio management. He also offers educational seminars and publishes periodicals. David's previous employment includes roles at LPL Financial LLC and Waddell & Reed.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
08/25/2023 - Present
AE Wealth Management, LLC (Lenexa KS)
MO
11/10/2021 - 08/22/2023
LPL FINANCIAL LLC (KANSAS CITY MO)
KS
04/21/2011 - 08/23/2021
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 12/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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