Joseph Koehler is a CFP-designated registered investment advisor, based in Denver, CO, with 9 years of industry experience.
Location
100 Saint Paul, Suite 700, Denver, CO, 80206
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cibc World Markets CORP.
August 2025 - Present · 9 mos
Cibc World Markets CORP.Broker
August 2025 - Present · 9 mos
Cibc Private Wealth Advisors, INC.
May 2025 - Present · 1 yr
Previous Registrations
Lido Advisors, LLC
October 2018 - July 2019 · 9 mos
Incapital LLCBroker
July 2016 - December 2016 · 5 mos
Incapital Distributors LLCBroker
July 2016 - December 2016 · 5 mos
Fs2 Capital Partners, LLCBroker
April 2014 - July 2016 · 2 yrs 3 mos
Anchor Bay Securities, LLCBroker
October 2013 - December 2013 · 2 mos
Anchor Bay Capital, INC.
October 2013 - December 2013 · 2 mos
LPL Financial LLC
December 2012 - September 2013 · 9 mos
LPL Financial LLCBroker
December 2012 - September 2013 · 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2012 · 2 mos
J.P. Morgan Securities LLC
October 2012 - December 2012 · 2 mos
Chase Investment Services CORP.Broker
March 2011 - October 2012 · 1 yr 7 mos
Chase Investment Services CORP.
March 2011 - October 2012 · 1 yr 7 mos
Rjl Wealth Management, LLC
April 2010 - November 2010 · 7 mos
Raymond J. Lucia Companies, INC.
May 2008 - October 2010 · 2 yrs 5 mos
First Allied Securities, INC.Broker
March 2008 - December 2010 · 2 yrs 9 mos
Securities America, INC.Broker
September 2007 - November 2007 · 2 mos
State Registrations1 state
CO
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.