About
Us
Meet the Koehler Wealth Management Team
About
Koehler Wealth Management
Pueblo, Colorado
Koehler Wealth Management is powered by LPL Financial, the nations largest independent brokerage firm.* LPL Financial is a member of FINRA (Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation).
Unlike many other Wall Street firms, LPL Financial does not offer their own investment products so they are objective in their research and outlook.
Start saving as early as you can.
Save as much as you can.
Corinne Koehler, CFP ™
LPL Financial Advisor
Corinne is the owner of Koehler Wealth Management LLC with LPL Financial and has been a financial advisor for close to 40 years. She is a Certified Financial Planner ™ since 1987 and a registered advisor since 1982. With the 38 years of financial experience she is well versed in all aspects of financial planning including retirement, education, investments, income needs and wealth preservation.
Born and raised on a dairy farm in Wisconsin and she has a degree from University of Wisconsin-Eau Claire. She and her husband Dennis have been residents of Pueblo since 1973.
She has been active in a wide variety of nonprofit boards, elected and appointed offices and special projects. Currently she serves on the board of the Pueblo Conservancy District, Colorado Humanities and Historic Pueblo, Inc. Special projects include the restoration of the historic City Park Gate, Adopt a mile of the Arkansas River trail and Keating School. In her spare time she enjoys gardening, reading and traveling around the world.
Bonnie Zupancic
Administrative / Operations Manager
Bonnie is the Admin. / Ops. Manager for Koehler Wealth Management, LLC with LPL Financial and has been in the financial industry for 25 years. She holds her Series 7 and Series 66 licenses and enjoys working with an array of clients and their diverse needs. She also manages the compliance regulations required for financial practices.
She was born and raised in Pueblo Colorado and began her career in the financial industry first managing a multi-agent insurance office and then as a bank teller, eventually being promoted to work with a financial advisor where she earned her investment related licenses and experience.
As someone who enjoys the outdoors and nature her hobbies include hiking, walking and yoga. Other spare time allows for amateur gardening, puzzles and reading.
Downloads
Financial Tips
GETTING RID OF FINANCIAL CLUTTER
Many people struggle over which financial statements and records to keep—and for how long—and which ones to throw out. And what’s the best way to organize your files?
KNOW THE BENEFITS OF REGULAR INVESTING
Focusing on the long term can pay off for investors. Whether the goal is saving for a house, college, retirement or a legacy, making a long-range plan—and sticking to it—are important parts of an investment strategy.
Retirement Planning
THE BASICS OF RETIREMENT PLANNING
There are also lifestyle decisions to consider, such as where you’ll live, or whether or not you’ll continue to work at some level during part or all of your retirement. It’s a lot to think about, especially if you don’t know where or how to start.
RETIREMENT ACCOUNT OPTIONS
Whether you’re an employer who wants to help your employees work toward a secure retirement, or someone who wants to plan for your own future, this handy guide can help you narrow the focus and zero in on a retirement plan that could work for you in 2020.
Social Security
THE BASICS OF SOCIAL SECURITY
When you think about Social Security, what comes to mind? Do you worry if it will still be around for you when you retire? Do you wonder how much you can expect to receive each month? Are you aware of when you can start taking your benefit, or what you can do to maximize it?