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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Andrew Koehler is a financial advisor registered with Cetera Investment Advisers LLC and Sageview Advisory Group, LLC. Gregory Andrew Koehler has been in the financial industry since 2003. Gregory Andrew Koehler has a Series 66 license, a Series 24 license, a Series 31 license, and a Series 7 license. Gregory Andrew Koehler is also a Certified Financial Planner. Gregory Andrew Koehler specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (KANSAS CITY MO)
MO
09/29/2004 - 08/14/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
07/14/2003 - 06/03/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
10/19/2000 - 11/08/2000
CHASE SECURITIES INC. (NEW YORK NY)
CA
05/18/1999 - 09/17/1999
VOLPE BROWN WHELAN & COMPANY, LLC (SAN FRANCISCO CA)
BOTH
Issued 05/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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