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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-12-18 |
| IL | RA | APPROVED | 2025-12-16 |
| KS | RA | APPROVED | 2025-12-15 |
| MI | RA | APPROVED | 2025-12-15 |
| CO | RA | APPROVED | 2025-12-12 |
| IN | RA | APPROVED | 2025-12-12 |
| MO | RA | APPROVED | 2025-12-12 |
| NY | RA | APPROVED | 2025-12-12 |
| OH | RA | APPROVED | 2025-12-11 |
Branch Locations
9201 Ward Parkway Ste 205, Kansas City, MO 64114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance | Columbus | OH | 11/2005 | Present |
| Koehler Wealth Group, Inc. | Kansas City | MO | 10/2010 | Present |
| Cetera Wealth Services, Llc | El Segund | CA | 01/2013 | 12/2025 |
| Sageview Advisory Group, Llc | Irvine | CA | 10/2012 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 12/2025 |
| Strategic Retirement Partners | Shorewood | IL | 12/2025 | Present |
| Lpl Financial | Kansas City | MO | 01/2026 | Present |
1.01/16/2026- Strategic Retirement Partners- DBA for LPL Business (entity for LPL business)-Inv Rel-160 Hours per month-160 Hours During Trading- At reported business location (s). 2. 01/2026- Koehler Wealth Group- Business Entity For Tax/Investment Purposes Only-Inv Rel-Kansas City, MO-Start date 12/2025. 3. 01/2026- Greg Koehler- Business Entity For Tax/Investment Purposes Only-Inv Rel-Kansas City, MO-Start date 12/2025. 4. 01/2026- Greg Koehler- Non-Variable Insurance-Inv Rel-1 Hours Per month-Kansas City, MO-Start date 12/2025 5. 02/18/2026 - SRP - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/16/2026 - 160 hours per month/ during trading 6. 02/18/2026 - Wellth Advisory Services - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/16/2026 - 160 hours per month/ during trading - I provide investment advisory services through WELLth Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 02/18/2026 - Strategic Retirement Partners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/16/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-19 |
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