Gregory A. Koehler,  CFP<sup>&reg;</sup> - Financial Advisor

Gregory A. Koehler, CFP®

Financial Planner

9237 Ward Pkwy, Ste #300
Kansas City, MO 64114
(888) 327-0041
(816) 744-4960

General

Gregory Koehler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Kansas City, MO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MO, KS, OH, KY, FL
  • Health/disability insurance: MO, KS, OH, KY, FL
  • Fixed annuities: MO, KS, OH, KY, FL
  • Variable annuities: MO, KS, OH, KY, FL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households

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