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David Patrick Koehler

Ae Wealth Management, LLC

Lenexa, KS

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-08-25
MO RA APPROVED 2023-08-25
  • KS RA
    APPROVED
    Since 2023-08-25
  • MO RA
    APPROVED
    Since 2023-08-25

Branch Locations

8801 Renner Blvd. 3Rd Floor, Lenexa, KS 66219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Shawnee Mission KS 10/2004 08/2021
Kc Bier Company Kansas City MO 06/2021 Present
Lpl Financial, Llc Kansas City MO 11/2021 08/2023
Good Life Advisors, Llc Kansas City MO 11/2021 08/2023
Ae Wealth Management, Llc Topeka KS 08/2023 Present
Ae Financial Services, Llc Topeka KS 08/2023 Present
  • 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
    Kansas City, MO
  • 08/2023 → Present
    Topeka, KS
  • 08/2023 → Present
    Ae Financial Services, Llc
    Topeka, KS
Previous Registrations
  • 2021-12-03 → 2023-08-09
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-23
  • S66 Uniform Combined State Law Examination
    2014-12-23
Other Names
  • David Patrick Koehler Jr
  • David Patrick Koehler
  • David Patrick Koehler

View on SEC IAPD

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