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David Steven Koehler

David S. Koehler

EAGLE WEALTH STRATEGIES | Financial Advisor
MULLICA HILL, NJ 08062
Some features on this profile are disabled
CRD#: 6589146
David Steven Koehler

Professional summary

David Steven Koehler, CFP®, who also goes by David S Koehler, is a registered financial advisor currently at EAGLE WEALTH STRATEGIES located in Mullica Hill, New Jersey.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. David has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

What are your service offerings?
Retirement Income Management
Social Security Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Inheritance
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

David S Koehler

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 David Steven 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: 2020

Experience

Current

April 18, 2023 - Present

EAGLE WEALTH STRATEGIES

Office #1: 118 Bridgeton Pike, Mullica Hill, NJ 08062
RIA
CRD#: 323814
MULLICA HILL, NJ
Past

July 1, 2021 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
West Deptford, NJ
Past

July 1, 2021 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WEST DEPTFORD, NJ
Past

April 27, 2016 - July 2, 2021

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
CHERRY HILL, NJ
Past

March 11, 2016 - July 2, 2021

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
CHERRY HILL, NJ

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".
EW
EAGLE WEALTH STRATEGIES
EAGLE WEALTH STRATEGIES | EAGLE WEALTH STRATEGIES, LLC

CRD#: 323814 / SEC#: 801-127242

RIA
Registered Investment Advisory firm - (1/31/2023 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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(4/18/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/21/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/11/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/9/2018
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/22/2018
General Securities Sales Supervisor - General Module Examination

Current Firm

EW
EAGLE WEALTH STRATEGIES
EAGLE WEALTH STRATEGIES | EAGLE WEALTH STRATEGIES, LLC

CRD#: 323814 / SEC#: 801-127242

RIA
Registered Investment Advisory firm - (1/31/2023 Approved)
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Contact information

Main Address
118 Bridgeton Pike, Mullica Hill, NJ 08062
Mailing Address
Phone number
(856) 845-4005
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (9 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EAGLE WEALTH STRATEGIES DISCLOSURE BROCHURE AND PRIVACY POLICY (2/13/2026)

Regulatory assets under management

Total Number of Accounts1,828
AUM (Assets Under Management)$ 653,846,028

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

EAGLE WEALTH STRATEGIES

Financial AdvisorCRD#: 323814Mullica Hill, NJ 08062

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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