Stephen Koehler
Stephen Koehler is a registered investment advisor at Cetera Investment Advisers LLC, based in Johns Creek, GA, with 11 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11138 State Bridge Rd., Suite 125, Johns Creek, GA, 30022
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Stephen sells fixed insurance products with various companies since 2014 and life insurance through Johns Creek Advisors Inc. since 2018, dedicating a few hours per week to each. Stephen is also an elected board member of the Alpharetta Business Association, volunteering a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
Country Capital Management CompanyBroker
Farmers Financial Solutions, LLCBroker
State Registrations5 states
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