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...
My qualifications
- Bachelors of Computer Engineering, Colorado Technical University
- Associates of Electrical Engineering, National Education Center
- Securities Industry Essentials
- Investment Adviser Representative
- General Securities Representative
- CA Insurance Lic. #4414740
My state licenses
- Alabama
- Delaware
- Georgia
- Illinois
- Maryland
- Massachusetts
- Minnesota
- New Jersey
- New York
- Ohio
- Pennsylvania
- Texas
- Virginia
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.