Stephen Carl Koehler

Current Employers

Employment History

• 11/2015 → 02/2017
  Country Capital Management Company
  Bloomington, IL
• 04/2017 → 10/2018
  Edward Jones
  St Louis, MO
• 10/2018 → 09/2024
  Next Financial Group
  Johns Creek, GA
• 09/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2018 → Present
  Johns Creek Advisors Inc.
  Johns Creek, GA
• 06/2026 → Present
  Koehler Wealth Management
  El Segundo , CA

Previous Registrations

• 2018-10-18 → 2024-10-23
  Next Financial Group, Inc.
  Johns Creek, GA
• 2017-06-13 → 2018-10-03
  Edward Jones
  Alpharetta, GA
  St Louis, MO
  Roswell, GA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 2/2014 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: ALPHARETTA BUSINESS ASSOCIATION INVESTMENT RELATED: NO ADDRESS: 11770 HAYNES BRIDGE RD., ALPHARETTA, GA 30009 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 1/2021 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: VOTING MEMBER OF THE BOARD, VOLUNTEER FOR FUND RAISING EVENTS, LEAD TWO OTHER BOARD MEMBERS IN EFFORT TO CREATE LUNCH AND LEARNS, WORKSHOPS THAT ARE OF INTEREST TO ALPHARETTA NEIGHBORS AND BUSINESS OWNERS. WE ARE A NON-PROFIT BUSINESS ASSOCIATION SERVING THE ALPHARETTA COMMUNITY FOR 30 YEARS. SERVE AS A COMMITTEE MEMBER ON THE FARMERS MARKET COMMITTEE; 3. NAME OF OTHER BUSINESS: JOHNS CREEK ADVISORS INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: LIFE INSURANCE SALES; 4. NAME OF OTHER BUSINESS: BUSINESS NETWORKING INTERNATIONAL; INVESTMENT RELATED: NO, ADDRESS: 5750 WINDWARD PKWY ALPHARETTA, GA 30005, NATURE OF BUSINESS: BUSINESS NETWORKING, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: MEMBER, APX NUMBER OF HOURS PER WEEK: 4, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: MEMBERSHIP COMMITTEE, QUALITY ASSURANCE, INTERVIEW PROSPECTIVE APPLICANTS FOR ADMISSION TO OUR CHAPTER; 5. NAME OF OTHER BUSINESS: SPECIAL NEEDS RESPITE INVESTMENT RELATED: NO ADDRESS: 105 LAKE TOP CT. ROSWELL, GA 30076 NATURE OF BUSINESS: BOARD START DATE: 5/1/2024 POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PLAN, PROMOTE, AND RUN ANNUAL GOLF OUTING 6. NAME OF OTHER BUSINESS: KOEHLER WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/11/26; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2017-06-11
• S63 Uniform Securities Agent State Law Examination
  2014-06-23

Other Names

• Stephen Carl Koehler
• Stephen Koehler