CHRISTI KOEHLE
CLTC®, LUTCF®, Financial Planner, Investment Advisor Representative, Insurance Professional
BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client.
PRODUCTS AND SERVICES INDIVIDUALS
▪ 529 College Savings Plans
▪ Annuities
▪ Disability Income Insurance
▪ Home and Auto¹
▪ Individual Retirement Accounts
▪ Investments
▪ Life Insurance
▪ Long-Term Care Insurance
▪ Mutual Funds
▪ Trust Services
PRODUCTS AND SERVICES BUSINESSES
▪ Employee Benefits
▪ Financial Management
▪ Protection Planning
▪ Retirement Planning
▪ Succession Planning
QUALIFICATIONS
▪ Licensed to sell Life & Health Insurance in AL, FL, GA, LA, MS, TN, & TX
▪ Registered to offer securities products in AL, FL, MS, TN, & TX
▪ FINRA Series 6, 7, 63, & 66 Securities Licensed
▪ Certification for Long Term Care (CLTC®)
▪ Life Underwriter Training Council Fellow (LUTCF®)
PERSONAL
▪ Lifelong resident of Baldwin County
▪ Married, 3 children, 5 grandchildren.
▪ Hobbies: Spending time with friends and family, water skiing, boating, snow skiing, running, and bike riding
ORGANIZATIONS
▪ Member-FINSECA
▪ Member-South Baldwin Chamber of Commerce
▪ Currently serves on Town Council for Perdido Beach
▪ Current Planning Commission member for the Town of Perdido Beach, AL
▪ Previously served on the Board of Directors for the United Way of Baldwin County
▪ Past Chair- United Way of Baldwin County
▪ Previously served on the City of Foley Planning Commission
▪ Previously served on the Board of Directors for the South Baldwin Chamber Foundation
▪ Past Chairperson and Board Member for the South Baldwin Chamber of Commerce
1Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MML Investors Services, LLC.
Christi D Koehle is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC Member SIPC. Crimson Capital Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies, Supervisory Address: 3838 N. Causeway Blvd., Suite 3400, Metairie, LA 70002 (504)613-2000. CRN202802-8028605
500 N. Alston Foley, Alabama 36535Office (calls only): (251) 971-2573
Calls or Texts: (251) 862-1952
Christi’s LinkedIn Profile
https://www.linkedin.com/in/christi-koehle-b4b66877
https://www.facebook.com/1730117390604491