Joseph Alan Koehler
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$67.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- CIBC Private Wealth Advisors, Inc.Apr 2025 to now
- Apex GroupOct 2024 to Apr 2025
- Ultimus LeverpointFeb 2024 to Oct 2024
- Eton SolutionsSep 2022 to Nov 2023
- Ss&c TechnologiesApr 2020 to Sep 2022
- Lido Advisors, LLCSep 2018 to Jul 2019
- Thrive Financial ServicesJul 2017 to Dec 2017
- Self EmployedDec 2016 to Jul 2017
- Incapital LLCJul 2016 to Dec 2016
- Garden for Freedom LLCMay 2016 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CO).
CIBC Private Wealth Advisors, Inc.
$67.8BAssets managed
9,236Clients
174Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5342921
- Firm CRD
- 109644