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Gerald Koehler

Advisor Image
Gerald Koehler
Associate
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About Gerald Koehler
About Gerald Koehler

My family and I live and thrive in and around the Kennesaw, Georgia community, which is in the Atlanta metro area. I enjoy meeting new people so I would love the opportunity to meet you; your family; and even your friends. Even if you're not in this area I am licensed in several states and have the ability to be licensed in any U.S. state or territory.


I'm proud to be a Thrivent financial professional. As a financial advisor with Thrivent, I am passionate about helping my clients at all stages of life achieve their goals and dreams with personalized financial guidance based on their values, goals, and financial circumstances. I welcome the opportunity to share with you what sets Thrivent apart, and how I can guide you on your financial journey.

At Thrivent, we empower people to achieve financial clarity. We believe money is a tool, not a goal — one that can afford you a life rich in meaning and gratitude. Grounded in values that shape us, we provide financial advice, investments, insurance, banking, and generosity programs that help our clients make the most of all they’ve been given.

 

At our heart, we are a membership-owned fraternal organization as well as a holistic financial services organization, committed to serving the unique needs of our clients with integrity. Driven by a higher purpose at our core, and with over 120 years of experience, we know financial clarity is different for everyone and it’s deeply personal. We focus on understanding our clients’ goals and priorities and guiding them toward financial choices that help them live a life full of meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

My qualifications
  • Bachelors of Computer Engineering, Colorado Technical University
  • Associates of Electrical Engineering, National Education Center
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Alabama
  • Delaware
  • Georgia
  • Maryland
  • Pennsylvania
  • Texas

Insights

Insight image
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations