Gregory A. Koehler

WELLTH ADVISORY SERVICES

Kansas City, MO 64114

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CRD#: 3138593

Professional summary

Gregory Andrew Koehler, CFP® is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Kansas City, Missouri and LPL FINANCIAL LLC located in Kansas City, Missouri.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Gregory has worked at 10 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Gregory Andrew 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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

December 11, 2025 - Present

WELLTH ADVISORY SERVICES, LLC

Office #1: 9201 Ward Parkway Ste 205, Kansas City, MO 64114

RIA

CRD#: 330537

Kansas City, MO

Current

January 20, 2026 - Present

LPL FINANCIAL LLC

Office #1: 9201 Ward Pkwy Ste 205, Kansas City, MO 64114

RIA

CRD#: 6413

KANSAS CITY, MO

Past

June 29, 2023 - December 23, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

KANSAS CITY, MO

Past

February 8, 2013 - January 26, 2026

SAGEVIEW ADVISORY GROUP, LLC

RIA

CRD#: 126777

Kansas City, MO

Past

August 16, 2012 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

KANSAS CITY, MO

Past

August 16, 2012 - December 23, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

KANSAS CITY, MO

Past

January 2, 2009 - August 14, 2012

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

KANSAS CITY, MO

Past

January 7, 2005 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

KANSAS CITY, MO

Past

September 29, 2004 - August 14, 2012

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

KANSAS CITY, MO

Past

July 14, 2003 - June 3, 2004

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

October 19, 2000 - November 8, 2000

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

May 18, 1999 - September 17, 1999

VOLPE BROWN WHELAN & COMPANY, LLC

CRD#: 18329

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

IAR

Colorado
(12/12/2025)

Colorado
(2/9/2026)

Florida
(1/22/2026)

IAR

Illinois
(12/16/2025)

Illinois
(2/9/2026)

IAR

Indiana
(12/12/2025)

IAR

Kansas
(12/15/2025)

Kansas
(1/20/2026)

IAR

Michigan
(12/15/2025)

IAR

Missouri
(12/12/2025)

Missouri
(2/6/2026)

IAR

Nebraska
(12/18/2025)

Nebraska
(1/20/2026)

IAR

New York
(12/12/2025)

IAR

Ohio
(12/11/2025)

Ohio
(1/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/19/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/23/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/10/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/1/2012

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

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Contact information

Main Address

Shorewood, IL

Mailing Address

Phone number

(866) 777-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLTH ADV PART 2A (12/12/2025)

WELLTH ADV WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,338
AUM (Assets Under Management)	$ 23,574,040,155

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.

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Gregory A. Koehler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Andrew Koehler's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

SAGEVIEW ADVISORY GROUP, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

J.P. MORGAN SECURITIES INC.

VOLPE BROWN WHELAN & COMPANY, LLC

Primary Firm SEC Registration

WELLTH ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/19/2005

SIE

Date: 10/1/2018

Series 31

Date: 11/23/2005

Series 7

Date: 7/10/2003

Series 24

Date: 5/1/2012

FINRA

Current Firm

WELLTH ADVISORY SERVICES, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLTH ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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