Scott William Koehler

Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 04/2012 → 08/2016
  Turtle Splash Water Park
  West Chicago, IL
• 08/2016 → 01/2019
  Unemployed
  Seneca, SC
• 01/2019 → 08/2020
  Amici Cafe
  Clemson, SC
• 07/2020 → 12/2020
  American Income Life
  Greenville, SC
• 12/2020 → 05/2021
  Anderson Trucking Service
  Greenville, SC
• 05/2021 → 08/2021
  Unemployed
  Greenville, SC
• 08/2021 → 12/2021
  Servicetitan
  Glendale, CA
• 12/2021 → 02/2022
  Unemployed
  Greenville, SC
• 02/2022 → 06/2022
  Associate Staffing
  Charlotte, NC
• 05/2022 → Present
  Principal Securities Inc
  Nashville, TN
• 06/2022 → Present
  Principal Life Insurance
  Nashville, TN
• 04/2024 → Present
  Principal Advised Services
  Nashville, TN

Other Businesses

PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/23/2024 ADDRESS: 711 High St., Des Moines IA 50392, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-02
• S63 Uniform Securities Agent State Law Examination
  2022-06-24