David S. Koehler
EAGLE WEALTH STRATEGIES | Financial Advisor
WEST DEPTFORD, NJ 08096
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CRD#: 6589146
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 West Deptford, 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.
1) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month 2) South Jersey Young Professionals Associates, Haddonfi eld, NewJersey; Non-Investment Related; Board Member, Non-Profi t 501C3; voting board member to help organize and run events benefi ting local South Jersey non-profi ts; Startdate 04/2018; 4 hrs/mo devoted and 0 during trading. 3) White Horse Rotary Club, Stratford/Lindenwold, New Jersey; Investment Related; Offi cer-Treasurer for Non-Profi tAdministration of club funds for donations and club dues, approved signer on small business checking account; Start date 06/2017; 4 hrs/mo devoted and 0 during trading.4) Rotary District 7505 Audit Committee, Vineland, New Jersey; Investment Related; Financial Committee Member for Non-Profi t; Help review fi nancial records with othercommittee members and report fi ndings once per year; Start date 10/2018; 0 hrs/mo devoted and during trading.
CRS (Client Relationship Summary) - RIA
Click below to view David Steven Koehler's 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®
Start date: 2020
Experience
Current
April 18, 2023 - Present
EAGLE WEALTH STRATEGIES
Office #1: 877 Kings Highway Suite 400, West Deptford, NJ 08096RIA
CRD#: 323814
WEST DEPTFORD, 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
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
877 Kings Highway Suite 400, West Deptford, NJ 08096
Mailing Address
Phone number
(856) 845-4005
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,758 |
| AUM (Assets Under Management) | $ 557,574,982 |
Red Flags
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Company Information
EAGLE WEALTH STRATEGIES
Financial AdvisorCRD#: 323814West Deptford, NJ 08096TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
