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CK

Chester D. Koehler

AMERITAS INVESTMENT COMPANY
Las Vegas, NV 89129
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CRD#: 1569320
CK

Professional summary


Chester David Koehler, who also goes by Chet Koehler, Chester David Shoffner, is a registered financial professional currently at AMERITAS INVESTMENT COMPANY, LLC located in Las Vegas, Nevada.

Chester is registered as a RR (Registered Representative) and started their career in finance in 1987. Chester has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chet Koehler | Chester David Shoffner

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Chester David Koehler's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 5, 2024 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 9960 W Cheyenne Ave Ste 210, Las Vegas, NV 89129
BD
CRD#: 14869
Las Vegas, NV
Past

October 17, 2013 - April 8, 2024

FIRST HEARTLAND CAPITAL, INC.

BD
CRD#: 32460
LAS VEGAS, NV
Past

July 2, 2007 - October 18, 2013

BROOKLIGHT PLACE SECURITIES, INC.

BD
CRD#: 15764
LAS VEGAS, NV
Past

December 11, 2002 - September 29, 2006

NEW ENGLAND SECURITIES

BD
CRD#: 615
LAS VEGAS, NV
Past

May 3, 1999 - November 15, 2002

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

September 4, 1996 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

January 24, 1992 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

January 24, 1992 - August 29, 1996

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

February 11, 1987 - January 16, 1992

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(4/5/2024)
RR
California
(4/5/2024)
RR
Colorado
(8/20/2025)
RR
Connecticut
(5/2/2024)
RR
Florida
(4/5/2024)
RR
Georgia
(3/4/2025)
RR
Hawaii
(4/5/2024)
RR
Idaho
(4/5/2024)
RR
Illinois
(7/29/2024)
RR
Kansas
(4/5/2024)
RR
Maryland
(4/5/2024)
RR
Massachusetts
(4/5/2024)
RR
Mississippi
(7/24/2025)
RR
Missouri
(4/5/2024)
RR
Montana
(4/5/2024)
RR
Nevada
(4/5/2024)
RR
New Jersey
(4/5/2024)
RR
New Mexico
(9/5/2024)
RR
New York
(4/5/2024)
RR
North Carolina
(4/5/2024)
RR
Oregon
(4/5/2024)
RR
Pennsylvania
(3/19/2025)
RR
South Carolina
(4/5/2024)
RR
Tennessee
(5/30/2024)
RR
Texas
(4/5/2024)
RR
Utah
(4/5/2024)
RR
Vermont
(3/25/2025)
RR
Washington
(4/5/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 1/3/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AI
AMERITAS INVESTMENT COMPANY, LLC
AMERITAS ADVISORY SERVICES | THE ADVISORS GROUP (TAG) | SOWER SECURITIES CORP. | BLN INVESTMENT CORP. | AMERITAS INVESTMENT CORP. | AMERITAS INVESTMENT CORP | AMERITAS INVESTMENT COMPLANY, LLC | AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869 / SEC#: 801-undefined, 8-31296

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
5900 "o" Street, Lincoln, NE 68510
Mailing Address
Po Box 5507, Lincoln, NE 68505-0507
Phone number
(800) 335-9858
Established
Nebraska since 04/10/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (9/16/2021)

Direct owners and executive officers


NamePositionCRD#
AMERITAS LIFE INSURANCE CORP.BENEFICIAL OWNER
BEASLEY, RYAN CHARLESMEMBER BOARD OF DIRECTORS2943009
BERTHOLD, RICHARD AARONVICE PRESIDENT, OPERATIONS4433172
BIEL, ROLLIN LYNNFINANCIAL AND OPERATIONS PRINCIPAL5101711
HALVERSON, KELLY JAYMEMBER BOARD OF DIRECTORS7977580
KINSELLA, MATTHEW JOHNCHIEF COMPLIANCE OFFICER5217108
KORTE, BRENT FRAZIERMEMBER BOARD OF DIRECTORS4808103
ROBSON, JEREMY MICHAELPRESIDENT AND MEMBER BOARD OF DIRECTORS4147931
SCHUBAUER, TYLER JOSEPHCORPORATE SECRETARY6392775
SHERFFIUS, MARIA ELIZABETHSECOND VICE PRESIDENT - COMPLIANCE OFFICER2726500
WU, MICHELE XIAOMINGMEMBER BOARD OF DIRECTORS7863936

Disclosures


Regulatory Event21
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869Las Vegas, NV 89129

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