Brian David Koehl

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 11/2007 → 07/2023
  Sunamerica
  Woodland Hills, CA
• 11/2007 → 07/2023
  Sunamerica Capital Services, Inc.
  Woodland Hills, CA
• 08/2023 → 01/2025
  Lincoln Financial Advisors
  Charlotte, NC
• 01/2025 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Previous Registrations

• 2023-08-01 → 2025-01-24
  Osaic Fa, Inc.
  Charlotte, NC

Other Businesses

1) BRIAN KOEHL 6000 FAIRVIEW ROAD STE 1550 CHARLOTTE NC CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALES AND SERVICE OF FIXED ANNUITIES START DATE: 07/2023 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 2) KOEHL INVESTMENTS LLC, CHARLOTTE NC CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED FOR FINANCIAL PLANNING PRACTICE START DATE: 08/2023 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 3) BRIAN KOEHL - INSURANCE OBA POSITION: Agent NATURE: fixed insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/20/2023 ADDRESS: 6000 Fairview Road, STE 1550, Charlotte NC 28210, United States DESCRIPTION: sell fixed insurance products 4) KOEHL INVESTMENTS LLC POSITION: Owner NATURE: this was just an LLC I set up for the purpose of owning my own financial planning practice with Lincoln Financial DBA Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 2310 Whilden Ct., Charlotte NC 28211, United States DESCRIPTION: N/A The LLC was set for purpose of owning my own financial planning practice with Lincoln Financial Planning DBA Marketing Name

Exams

• S66 Uniform Combined State Law Examination
  2022-03-21
• S63 Uniform Securities Agent State Law Examination
  2001-02-28