Henry John Koehne

Current Employers

Employment History

• 08/2011 → 10/2016
  Koehne Wealth Management & Tax Consulting
  Green Bay, WI
• 01/2008 → Present
  Koehne Accounting & Tax Solutions
  Green Bay, WI
• 09/2014 → 06/2021
  Voya Financial Advisors
  Green Bay, WI
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-08-19 → 2021-06-09
  Voya Financial Advisors, Inc.
  Marinette, WI
  Marinette, WI
  Green Bay, WI
  Windsor, CT
• 2008-05-30 → 2011-08-11
  Girard Securities, Inc.
  Green Bay, WI

Other Businesses

1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2140 VELP AVE STE 101; GREEN BAY; WI; 54303; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/13/2011; 160; 160; SALE OF FIXED INSURANCE PRODUCTS.| 2) NAME OF ENTITY: Koehne Accounting & Tax Solutions LLC; No; 2140 VELP AVE STE 101; GREEN BAY; WI; 54303; tax and accounting; Sole Member; 1/1/2008; 80; 80; offer tax accounting, book keeping, and general accounting services| 3) NAME OF OTHER BUSINESS: HOMESTEAD WETLANDS LLC; INVESTMENT RELATED: NO; ADDRESS: 1871 COUNTY ROAD J. LITTLE SAUMICO, WI 54141; NATURE OF BUSINESS: WELTANDS PRESERVATION/FARMLAND RENTALS; START DATE: 06/2016; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES ; BRIEF DESCRIPTION OF DUTIES: PRESERVINB WETLANDS AND RENTING LAND TO FARMERS; 4) NAME OF ENTITY: Henry Koehne-Farm Land Rental; No; 2140 Velp Ave Ste 101; Green Bay; WI; 480354; farm land; Henry J Koehne; 10/1/2019; 1; 0; rent land to farmer 5) |NAME OF ENTITY: Koehne Homestead LLC; No; 1840 County Road J; Little Suamico; WI; 54141; Historical preservation of family farm/rental of land for crops; Member; 10/1/2019; 0; 0; NO DUTIES AT THIS TIME| 6) NAME OF ENTITY: Duck Creek Financial Planning; Yes; 2140 Velp Ave STE 101; Green Bay; WI; 54303; Financial Services/dba; CFP; 3/1/2021; 160; 160; Sale and Services Insurance, Securities and Investment Products|

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-11
• S63 Uniform Securities Agent State Law Examination
  2008-05-19

Designations

Other Names

• Jac Koehne
• Jack Koehne