Craig Robert Koehler

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 03/2010 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 04/2010 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Other Businesses

1)INDEPENDENT INSURANCE AGENT, MYSTIC, CT, 2/1995 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 20 HR/WK - 10/TRADING. 2)COASTAL BUSINESS NETWORKL, 950 Gold Star Highway, Groton CT 06340, 06/2024, Member, Networking, NIR, 4 HR/MO, 0 HR/MO TRADING. 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 0 HRS. SEE EMPLOYMENT HISTORY FOR START DATE. 4)KOEHLER FINANCIAL SERVICES, MYSTIC CT 06355, 02/2010, OWNER, USING A TRADE NAME/DBA, INV REL, 20 HR/MO - 15 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-04

Designations

• Chartered Financial Consultant