Daniel Koerner

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 09/2022
  Koerner & Koerner, P.A.
  Toms River, NJ
• 09/2016 → 10/2019
  1St Global Capital Corp.
  Toms River, NJ
• 09/2016 → 10/2019
  1St Global Advisors, Inc.
  Toms River, NJ
• 09/2016 → 09/2025
  Avantax Insurance Services, Inc.
  Toms River, NJ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Toms River, NJ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Toms River, NJ
• 09/2016 → Present
  Koerner & Koerner, Pa
  Toms River, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Toms River, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Toms River, NJ
• 2016-09-14 → 2019-10-25
  1St Global Advisors Inc
  Toms River, NJ

Other Businesses

1) KOERNER & KOERNER, PA; POSITION: Partner NATURE: Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2016; 10 Allen Street Suite 3A, Toms River NJ 08753, Partner at Accounting Firm. 2) Koerner WealthCare, LLC; MEMBER; FINANCIAL PLANNING; IR; 2; 08/01/2016; Toms River NJ ; Insurance, tax, investment and estate planning for the closely held business owner clients of the accounting firm

Exams

• S66 Uniform Combined State Law Examination
  2016-09-13

Designations

• Certified Financial Planner