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David Patrick Koehler

AE WEALTH MANAGEMENT

Lenexa, KS

·CRD# 4884835·15 years experience

Professional Summary

David Patrick Koehler, who also goes by David Patrick Koehler Jr, David Patrick Koehler Jr., David Patrick Koehler Jr, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Lenexa, Kansas and MADISON AVENUE SECURITIES, LLC located in Lenexa, Kansas. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. David has worked at 6 firms and has passed the Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

David Patrick Koehler Jr, David Patrick Koehler Jr., David Patrick Koehler Jr

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

AE WEALTH MANAGEMENT, LLC·CRD# 282580

RIA

8801 Renner Blvd. 3rd Floor, Lenexa, KS 66219

August 25, 2023 - Present

MADISON AVENUE SECURITIES, LLC·CRD# 23224

RIA

BD

1. 8801 Renner Blvd. Suite 300a, Lenexa, KS 66219-97172. 13500 Evening Creek Dr N #555, San Diego, CA 92128

September 17, 2026 - Present

AE FINANCIAL SERVICES, LLC·CRD# 298608

BD

1. 4125 Sw Gage Center Dr, Topeka, KS 666142. 8801 Renner Blvd., Lenexa, KS 66219-97173. 2950 Sw Mcclure Rd Ste B, Topeka, KS 666144. 13500 Evening Creek Dr N #555, San Diego, CA 92128

August 25, 2023 - Present

MADISON AVENUE SECURITIES, LLC·CRD# 23224

RIA

BD

1. 8801 Renner Blvd. Suite 300a, Lenexa, KS 66219-97172. 13500 Evening Creek Dr N #555, San Diego, CA 92128

September 17, 2026 - Present

GOOD LIFE ADVISORS, LLC·CRD# 171898

RIA

Kansas City, MO

December 3, 2021 - August 9, 2023

LPL FINANCIAL LLC·CRD# 6413

BD

Kansas City, MO

November 10, 2021 - August 22, 2023

WADDELL & REED·CRD# 866

RIA

Overland Park, KS

December 23, 2014 - August 23, 2021

WADDELL & REED·CRD# 866

BD

Overland Park, KS

April 21, 2011 - August 23, 2021

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Current Firm

AW

AE WEALTH MANAGEMENT, LLC

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - SEC (2/17/2016 Approved)

Contact Information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Phone Number

(866) 363-9595

# of Employees

630

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (3/31/2026)

FORM ADV PART 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

282,995

AUM (Assets Under Management)

$49,837,385,888

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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.

1) AE Wealth Management LLC POSITION: Investment Advisor Representative NATURE: Investment Advice for fee INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE 08/2023 ADDRESS: 2950 SW McClure Road, Topeka, KS 66614 DESCRIPTION: Securities Sales and Services 2.) Kansas City Bier Company POSITION: Server/Bartender NATURE: Restaraunt/Brewery INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE 069/2021 ADDRESS: 310 W 79th St, Kansas City, MO 64114 3.) AE Financial Services, LLC POSITION: Associated Person NATURE: Broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE 08/2023 ADDRESS: 2950 SW McClure Road, Topeka, KS 66614 4.) Madison Avenue Securities, LLC POSITION: Associated Person NATURE: Broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE 09/2026 ADDRESS: 13500 Evening Creek Drive N, Suite 555, San Diego, CA 92128

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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".

AW

AE WEALTH MANAGEMENT, LLC

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - SEC (2/17/2016 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.

RR

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

RR

Alabama
(11/13/2024)

RR

Alaska
(11/13/2024)

RR

Arizona
(11/13/2024)

RR

Arkansas
(11/13/2024)

RR

California
(11/13/2024)

RR

Colorado
(11/13/2024)

RR

Connecticut
(11/13/2024)

RR

Delaware
(11/13/2024)

RR

District of Columbia
(11/13/2024)

RR

Florida
(11/13/2024)

RR

Georgia
(11/13/2024)

RR

Hawaii
(11/13/2024)

RR

Idaho
(11/13/2024)

RR

Illinois
(11/13/2024)

RR

Indiana
(11/13/2024)

RR

Iowa
(11/13/2024)

RR

Kansas
(8/25/2023)

IAR

Kansas
(8/25/2023)

RR

Kentucky
(11/13/2024)

RR

Louisiana
(11/13/2024)

RR

Maine
(11/13/2024)

RR

Maryland
(11/13/2024)

RR

Massachusetts
(11/13/2024)

RR

Michigan
(11/13/2024)

RR

Minnesota
(11/13/2024)

RR

Mississippi
(11/13/2024)

RR

Missouri
(8/25/2023)

IAR

Missouri
(8/25/2023)

RR

Montana
(11/13/2024)

RR

Nebraska
(11/13/2024)

RR

Nevada
(11/13/2024)

RR

New Hampshire
(11/13/2024)

RR

New Jersey
(11/13/2024)

RR

New Mexico
(11/13/2024)

RR

New York
(11/13/2024)

RR

North Carolina
(11/13/2024)

RR

North Dakota
(11/13/2024)

RR

Ohio
(11/14/2024)

RR

Oklahoma
(11/13/2024)

RR

Oregon
(11/13/2024)

RR

Pennsylvania
(11/13/2024)

RR

Rhode Island
(11/13/2024)

RR

South Carolina
(11/13/2024)

RR

South Dakota
(11/13/2024)

RR

Tennessee
(11/13/2024)

RR

Texas
(11/13/2024)

RR

Utah
(11/13/2024)

RR

Vermont
(11/13/2024)

RR

Virgin Islands
(9/24/2026)

RR

Virginia
(11/13/2024)

RR

Washington
(11/13/2024)

IAR

Washington
(10/6/2026)

RR

West Virginia
(11/13/2024)

RR

Wisconsin
(11/13/2024)

RR

Wyoming
(11/13/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2014About the Series 66 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2011About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Jan 2019About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Nov 2011About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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