Corinne Koehler, financial advisor Pueblo CO
96 score

Corinne Koehler

CRD Number: 1032565
Current Firm: Wells Fargo Advisors Financial Network, LLC

Corinne Koehler (CRD# 1032565) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Pueblo, CO and has over 34 years of experience in the finance industry. Corinne Koehler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors Financial Network LLC Pueblo, CO May 2009 - Current 7
Wachovia Securities Financial Network, Llc (11025) Pueblo, CO Jul 2008 - May 2009 < 1
Wachovia Securities, Llc (19616 Pueblo, CO Jan 2008 - Jul 2008 < 1
Wachovia Securities, Llc (19616) Pueblo, CO Jan 2008 - Jan 2008 < 1
A G Edwards & Sons (4) Colorado Springs, CO Sep 2001 - Jan 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1982
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Corinne G. Koehler
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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