Corinne Gail Koehler

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2009 → 05/2020
  Wells Fargo Advisors Financial Network Llc
  Pueblo, CO
• 05/2020 → Present
  Lpl Financial
  Pueblo, CO

Previous Registrations

• 2008-07-18 → 2020-05-19
  Wells Fargo Advisors Financial Network, Llc
  Pueblo, CO
• 2008-01-01 → 2008-07-24
  Wells Fargo Clearing Services, Llc
  Pueblo, CO
• 2001-09-28 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Pueblo, CO
  St. Louis, MO

Other Businesses

1) 7/2014 - Non-Profit Board Member - PUEBLO CONSERVANCY DISTRICT - Investment Related - Pueblo, CO 2) 7/2018 - DBA for LPL Business (entity for LPL business) - KOEHLER WEALTH MANAGEMENT - Investment Related - Pueblo, CO 81003 3) 1/2005 - Business Entity For Tax/Investment Purposes Only - DENNIS P & CORINNE A KOEHLER FOUNDATION - Not Investment Related - 403 Argyle Ave Pueblo, CO 81004

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-03
• S63 Uniform Securities Agent State Law Examination
  1982-03-01

Designations

• Certified Financial Planner

Other Names

• Corinne Gail Anderson