Justin Charles Koehler

Current Employers

Coppell Advisory Solutions Llc

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2019-08-14

NE RA
APPROVED

Since 2019-08-14

Branch Locations

Omaha, NE • 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

Organization	City	State	From	To
Fusion Capital Management	Dallas	TX	01/2018	Present
Carson Wealth Management	Omaha	NE	01/2008	01/2018
Fusion Capital Management	Dallas	TX	08/2019	Present

01/2018 → Present

Fusion Capital Management

Dallas, TX
01/2008 → 01/2018

Carson Wealth Management

Omaha, NE
08/2019 → Present

Fusion Capital Management

Dallas, TX

Other Businesses

DIRECTOR OF SALES- FUSION CAPITAL MANAGEMENT. THIS ROLE TAKES UP 95% OF MY TIME. IT IS INVESTMENT RELATED BUT I AM NOT COMPENSATED FOR INVESTMENT ADVISORY TYPE TRANSACTION ONLY RECRUITING OF DIRECT ADVISORS AND INSTITUTIONAL CLIENTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-04-13

S65 Uniform Investment Adviser Law Examination

2019-04-13