LPL Financial Recruits Financial Advisor with $120 Million in Client Assets
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Corinne Koehler to its broker-dealer, corporate registered investment advisor and custodial platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Corinne Koehler to its broker-dealer, corporate registered investment advisor and custodial platforms. She joins from Wells Fargo Financial Advisors Network and serves approximately $120 million in brokerage and advisory assets.
Koehler joined the wealth management industry in 1982 and launched her independent practice, Koehler Wealth Management, in 2008. With support from office manager Bonnie Zupancic, they serve families and individuals in the Pueblo, Colorado community, along with clients across the region and in other states.
Koehler currently serves as president of the Pueblo Conservancy District and is a founding board member of Historic Pueblo Inc. She has also served on the Pueblo City Council, the Pueblo Zoo board, Greater Pueblo Chamber of Commerce, Junior League of Pueblo, among other organizations.
LPL Financial provides service to approximately $670 billion in brokerage and advisory assets as of March 31, 2020. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to 16,763 financial advisors and 700 financial institutions.
