DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Gregory Andrew Koehler

Wellth Advisory Services, LLCinstitutionalKansas City, Mo dual registrantIAPD 3138593

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Dec 11, 2025

In the industry

21 y

since Jan 7, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wellth Advisory Services, LLC institutional current
since Dec 11, 2025 · Shorewood, Il
Cetera Investment Advisers LLC BD affiliated
Jun 29, 2023 to Dec 23, 2025 · Kansas City, Mo
Creative Planning Institutional Advisors, LLC institutional
Feb 8, 2013 to Jan 26, 2026 · Kansas City, Mo
Cetera Advisor Networks LLC former
Aug 16, 2012 to Jun 29, 2023 · Kansas City, Mo
Raymond James Financial Services Advisors, Inc BD affiliated
Jan 2, 2009 to Aug 14, 2012 · Kansas City, Mo
Raymond James Financial Services, Inc. unclassified
Jan 7, 2005 to Jan 2, 2009 · Kansas City, Mo

Moves

a registration end followed by a registration begin elsewhere

Creative Planning Institutional Advisors, LLC to Cetera Investment Advisers LLC
left Jan 26, 2026, registered Jun 29, 2023 (-942 days) · Other
Cetera Investment Advisers LLC to Wellth Advisory Services, LLC
left Dec 23, 2025, registered Dec 11, 2025 (-12 days) · Other
Cetera Advisor Networks LLC to Creative Planning Institutional Advisors, LLC
left Jun 29, 2023, registered Feb 8, 2013 (-3793 days) · Other
Raymond James Financial Services Advisors, Inc to Cetera Advisor Networks LLC
left Aug 14, 2012, registered Aug 16, 2012 (2 days) · Other
Raymond James Financial Services, Inc. to Raymond James Financial Services Advisors, Inc
left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move

Signals

Gregory Andrew Koehler left Creative Planning Institutional Advisors, Llc for Cetera Investment Advisers Llc (registered 2023-06-29)
Jan 26, 2026 · Advisor changed firm · fact
Gregory Andrew Koehler left Cetera Investment Advisers Llc for Wellth Advisory Services, Llc (registered 2025-12-11)
Dec 23, 2025 · Advisor changed firm · fact
Gregory Andrew Koehler left Cetera Advisor Networks Llc for Creative Planning Institutional Advisors, Llc (registered 2013-02-08)
Jun 29, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address