Chuck Koehler Location
- McKinney, TX, US
Chuck Koehler Work
- 1963 - now CEO and Founder @ Sterling Finanical Ideas
- 1963 - now CEO @ Sterling Financial Ideas
- 1996 - 2007 Regional Vice President - Employee Benefits @
Chuck Koehler Education
- The American College of Financial Services
CLU, ChFC, and AEP (Finance and Financial Management Services)
1963 - 2007 - The National Association of Estate Planners & Councils
Accredited Estate Planner (Estate Planning)
1980 - 1985 - Northern Illinois University
BS & MS in Education (Education)
1958 - 1965 - Northern Illinois University
- The American College of Financial Services
Chuck Koehler Skills
- Series 6
- Insurance
- Strategic Planning
- Team Building
- Sales Management
- Planning
- Project Planning
- Negotiation
- Management
- Risk Management
- Property & Casualty Insurance
- Vendor Management
- Business Analysis
- Analysis
- Customer Service
- Leadership
- Disability Insurance
- Health Insurance
- Life Insurance
- Employee Benefits
- 401k
- Fixed Annuities
- Term Life Insurance
- Retirement
- Long-term Care
- Workers Compensation
- Brokers
- Financial Services
- General Insurance
- Retirement Planning
- Underwriting
- Pensions
- Claim
- Investments
- Health Savings Accounts
- Mutual Funds
- Series 7
- Financial Advisory
- Strategic Financial Planning
- Small Business
- Investment Advisory
- Estate Planning
- Variable Annuities
- Sales
Chuck Koehler Summary
- Chuck Koehler, based in McKinney, TX, US, is currently a CEO and Founder at Sterling Finanical Ideas. Chuck Koehler brings experience from previous roles at Sterling Financial Ideas and Symetra Financial. Chuck Koehler holds a 1963 - 2007 CLU, ChFC, and AEP in Finance and Financial Management Services @ The American College of Financial Services. With a robust skill set that includes Series 6, Insurance, Strategic Planning, Team Building, Sales Management and more. Chuck Koehler has 1 emails on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Chuck Koehler?
Find contact details for 700 million professionals.
Others Named Chuck Koehler
Chuck Koehler
Press Operator
Coatesville, PA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co