LPL Financial
47yrs
Top advisor by experience in San Diego
12yrs
David Koehler
Full name on record: David Patrick Koehler
Financial advisor at Madison Avenue Securities
David Koehler is a fiduciary financial advisor in San Diego, California, with 12 years in the industry. David joined Madison Avenue Securities in 2026, after two years at Good Life Advisors and seven years at Waddell & Reed. Madison Avenue Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office13500 Evening Creek Dr N #555, San Diego, CA 92128
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$142,909
Advisors at the firm95
States licensed ?1 state
Services through Madison Avenue Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowMadison Avenue Securities, LLCCurrent firm
- 2023 – nowAE Wealth Management, LLCCurrent
- Dec 2021 – Aug 2023Good Life Advisors, LLCPreviously
- 2014 – 2021Waddell & ReedPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Madison Avenue Securities at (888) 627-7323 and ask for David Koehler. David works from the San Diego, CA office.
How long has David been a financial advisor?
David has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Madison Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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