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Steven Robert Koecheler

MM Ascend Life Investor Services, LLC

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About Steven Robert Koecheler

Steven Robert Koecheler is currently registered with MM Ascend Life Investor Services, LLC. Steven has been in the financial services industry since November 5, 2008. Steven is registered with the states of Colorado and Ohio. Steven has also worked at Jackson National Life Distributors LLC, Great American Insurance Group, and Great American Advisors, Inc. Steven is also a registered representative of MassMutual Ascend Life Insurance Company.

Firm Information

Steven Koecheler is currently registered with MM Ascend Life Investor Services, LLC. MM Ascend Life Investor Services, LLC is a Limited Liability Company formed in 2021 that is registered in all 50 states and the District of Columbia. It offers other advisory services and is not currently providing active advisory services. It maintains 12 licensed agents, 12 investment adviser representatives, 12 registered representatives, and 2 investment advisory functions. The firm has filed four regulatory event disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

124

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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maintaining registration but not actively providing advisory services

Maintaining registration but not actively providing advisory services

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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other

Maintaining registration but not serving clients

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Steven Koecheler’s Registration & Firm History

OH

06/16/2016 - Present

MM Ascend Life Investor Services, LLC (CINCINNATI OH)

CO

10/30/2008 - 06/08/2016

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

IA

Issued 04/01/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Robert Koecheler.
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