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Brian Koehl, CRPC® CRPS®

Brian Koehl, CRPC® CRPS®

Founder, President, Financial Planner

I earned my Bachelors Degree in Finance from Miami(OH) University and have been working in the financial services industry ever since over the last 25 years. I grew up in a family of financial advisors with my Dad starting in the business in the 1980's and my 2 brothers eventually following suit. My Dad set up my first mutual fund with money I earned working a summer job when I was 14.  This taught me at a very early age the importance of saving, buying quality investments, and being patient.     

Before joining Lincoln Financial Advisors, I was Divisional Vice President with AIG and Hartford, where I consulted financial advisors on strategies for financial planning and retirement income planning.  I oversaw the Carolinas region and was responsible for raising over $1.5 Billion in new sales in my division during my role  with AIG and Hartford.   

I hold a Chartered Retirement Planning Counselor designation (CRPC®) and the Chartered Retirement Plan Specialist designation (CRPS®). These designations help financial advisors by guiding them through specialized tax and estate objectives and income planning strategies for a retiree as well as implementing financial planning ideas that are essential to the retirement process. 

I live in Charlotte with my wife Angie, son Connor, and daughter Morgan. Our family enjoys traveling together and visiting National Parks and other scenic destinations.  I am an avid football fan and enjoy rooting for my Ohio sports teams. We enjoy watching Morgan play sports and Connor and Angie are the creative minds in the family who are very talented photographers.  Our family is an active member of Christ Episcopal Church in Charlotte.


  • Series 7 licensed representative
  • Series 63 licensed representative 
  • Series 66 Investment Advisor
  • North Carolina Life and Health License  
  • Chartered Retirement Plan Counselor (CRPC)®
  • Chartered Retirement Plan Specialist (CRPS)