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Kevin J Koehler

Cerity Partners LLC

Chicago, IL

New York, NY

CRD 6348927

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-12-22
  • IL RA
    APPROVED
    Since 2025-12-22

Branch Locations

320 South Canal Street, Chicago, IL 60606 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
OrganizationCityStateFromTo
Miracle Mile Advisors, Llc Los Angeles CA 08/2019 07/2023
Nuveen Chicago IL 06/2014 07/2019
Whittier Trust Los Angeles CA 07/2023 08/2025
Cerity Partners New York NY 09/2025 Present
  • 08/2019 → 07/2023
    Miracle Mile Advisors, Llc
    Los Angeles, CA
  • 06/2014 → 07/2019
    Nuveen
    Chicago, IL
  • 07/2023 → 08/2025
    Whittier Trust
    Los Angeles, CA
  • 09/2025 → Present
    Cerity Partners
    New York, NY
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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