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David Steven Koehler

Eagle Wealth Strategies

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About David Steven Koehler

David Koehler is a financial advisor with Eagle Wealth Strategies based in WEST DEPTFORD, NJ. David has been in the industry since 2016 and holds multiple licenses and certifications. He is a CFP® professional and has experience working at RAYMOND JAMES FINANCIAL SERVICES, INC. and JANNEY MONTGOMERY SCOTT LLC. David is committed to providing comprehensive financial planning and portfolio management services to both individuals and businesses. David is registered with the state of New Jersey as an Investment Advisor Representative (IAR).

Firm Information

David Koehler is currently registered with Eagle Wealth Strategies. Eagle Wealth Strategies is a Registered Investment Advisor (RIA) based in WEST DEPTFORD, NJ, with 8 investment advisor representatives and 7 licensed agents. They manage approximately $498 million in client assets, primarily for high-net-worth individuals, corporations, and individuals other than high-net-worth. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
Eagle Wealth Strategies

877 KINGS HIGHWAY

WEST DEPTFORD, NJ 08096

$498.30M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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consulting fees

Consulting fees

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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percentage of assets

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

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other

Consulting fee

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David Koehler’s Registration & Firm History

NJ

04/18/2023 - Present

Eagle Wealth Strategies (WEST DEPTFORD NJ)

NJ

07/01/2021 - 04/12/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST DEPTFORD NJ)

NJ

03/11/2016 - 07/02/2021

JANNEY MONTGOMERY SCOTT LLC (CHERRY HILL NJ)

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Licenses & Designations

BOTH

Issued 04/21/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/22/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Steven Koehler.
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