David Patrick Koehler

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2004 → 08/2021
  Waddell & Reed, Inc.
  Shawnee Mission, KS
• 06/2021 → Present
  Kc Bier Company
  Kansas City, MO
• 11/2021 → 08/2023
  Lpl Financial, Llc
  Kansas City, MO
• 11/2021 → 08/2023
  Good Life Advisors, Llc
  Kansas City, MO
• 08/2023 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2023 → Present
  Ae Financial Services, Llc
  Topeka, KS

Previous Registrations

• 2021-12-03 → 2023-08-09
  Good Life Advisors, Llc
  Kansas City, MO
  Celebration, FL
• 2014-12-23 → 2021-08-23
  Waddell & Reed
  Overland Park, KS
  Overland Park, KS

Other Businesses

1) AE Wealth Management LLC POSITION: Investment Advisor Representative NATURE: Investment Advice for fee INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE 08/2023 ADDRESS: 2950 SW McClure Road, Topeka, KS 66614 DESCRIPTION: Securities Sales and Services 2.) Kansas City Bier Company POSITION: Server/Bartender NATURE: Restaraunt/Brewery INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE 069/2021 ADDRESS: 310 W 79th St, Kansas City, MO 64114

Exams

• S66 Uniform Combined State Law Examination
  2014-12-23

Other Names

• David Patrick Koehler Jr
• David Patrick Koehler
• David Patrick Koehler