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CFP
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CFP

Gregory Koehler

LPL Financial LLC
23 Years of Experience
Kansas City, MO
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Gregory Koehler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kansas City, MO, with 23 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9201 Ward Parkway ste 205, Kansas City, MO, 64114

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
February 1994
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
January 2026 - Present · 9 mos
Wellth Advisory Services, LLC
December 2025 - Present · 10 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - December 2025 · 2 yrs 6 mos
Sageview Advisory Group, LLC
February 2013 - January 2026 · 12 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2012 - December 2025 · 13 yrs 4 mos
Cetera Advisor Networks LLC
August 2012 - June 2023 · 10 yrs 10 mos
Raymond James Financial Services Advisors, INC
January 2009 - August 2012 · 3 yrs 7 mos
Raymond James Financial Services
January 2005 - January 2009 · 4 yrs
Raymond James Financial Services, INC.Broker
September 2004 - August 2012 · 7 yrs 11 mos
New England SecuritiesBroker
July 2003 - June 2004 · 11 mos
Chase Securities INC.Broker
October 2000 - November 2000 · 1 mo
Volpe Brown Whelan & Company, LLCBroker
May 1999 - September 1999 · 4 mos
State Registrations10 states
COFLILINKSMIMONENYOH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Gregory Koehler - Financial Advisor | TrueAdvisor