Gregory Koehler
Gregory Koehler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kansas City, MO, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
9201 Ward Parkway ste 205, Kansas City, MO, 64114
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Regulatory History (1)
Criminal
February 1994Other Business ActivitiesSells Insurance
Gregory is an investment advisor representative (IAR) with Sageview and offers financial services through Koehler Wealth Group as the owner of a DBA. Gregory also represents various insurance carriers, selling life, health, disability, annuities, and long-term care insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
Wellth Advisory Services, LLC
Previous Registrations
Cetera Investment Advisers LLC
Sageview Advisory Group, LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
New England SecuritiesBroker
Chase Securities INC.Broker
Volpe Brown Whelan & Company, LLCBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.