Kenneth Koerner

Current Employers

Employment History

• 01/2012 → 10/2019
  1St Global Capital Corp.
  Toms River, NJ
• 01/2012 → 10/2019
  1St Global Advisors Inc.
  Toms River, NJ
• 10/1987 → Present
  Koerner & Koerner Pa
  Toms River, NJ
• 07/2012 → 09/2025
  Avantax Insurance Services, Inc.
  Toms River, NJ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Toms River, NJ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Toms River, NJ
• 07/2012 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Toms River, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Toms River, NJ
• 2012-03-07 → 2019-10-25
  1St Global Advisors Inc
  Toms River, NJ

Other Businesses

1) KOERNER WEALTHCARE, LLC POSITION: MANAGING MEMBER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 02/24/2012 ADDRESS: Toms River NJ 08754, United States DESCRIPTION: Provide financial services to clients. 2) DEKH INVESTMENTS, LLC POSITION: ADVISOR/MEMBER NATURE: Family LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2003 ADDRESS: 10 Allen St, Suite 3A, Toms River NJ 08754, United States DESCRIPTION: ADVISOR AND SPOUSE OWN A 50% INTEREST EACH IN THIS ENTITY - THE ACCOUNT WITH Avantax holds Cash , Stocks and Mutual Funds 3) Koerner & Koerner PA; NIR;

Exams

• S66 Uniform Combined State Law Examination
  2012-03-06

Designations