WHZ Wealth Advisors' Brandon Koehler Passes NASAA Series 66 Exam

POMFRET CENTER and TOLLAND, CT (August 22, 2024) — Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) is pleased to announce that Brandon Koehler, Client Relationship Senior Associate, has passed the NASAA Series 66 Uniform Combined State Law Examination. 

The Series 66 exam, developed by the North American Securities Administrators Association (NASAA), is designed to qualify candidates as both securities agents and investment adviser representatives. Passing this exam demonstrates proficiency in areas such as economics, investment vehicles, investment strategies, ethics, and state and federal securities laws. 

"We're incredibly proud of Brandon for this accomplishment," said Laurence Hale, AAMS, CRPS®, Principal/Managing Partner and Chief Investment Officer at WHZ. "His dedication to expanding his knowledge and credentials directly benefits our clients and reflects our firm's commitment to delivering the highest level of service possible." 

James Zahansky, AWMA®, Principal/Managing Partner and Chief Goal Strategist at WHZ, added: "Brandon's achievement is a testament to his hard work and our team's focus on continuous professional development. This additional qualification enhances Brandon’s ability to provide comprehensive, strategic wealth management services to our clients." 

Koehler joined WHZ in June 2022 and has been an integral part of the firm's client service team. In his role as Client Relationship Senior Associate, he works closely with WHZ's advisors and clients to support the firm's strategic Plan Well, Invest Well, Live Well™ process. He assists clients with operational and administrative needs, collaborating with the WHZ team to ensure the best client experience and advancement of client goals. 

Prior to joining WHZ, Koehler gained valuable experience in operations and customer service working for UConn Athletics and the Town of Mansfield. At UConn, he served as the Business Lead on the Formula Student racing team, the university's flagship engineering organization. Koehler holds a degree in Economics with a minor in Communications from the University of Connecticut. 

"I'm excited to have passed the Series 66 exam and to be able to bring this additional expertise to my work with our clients," Koehler said. "At WHZ, we're dedicated to providing our clients with Absolute Confidence, Unwavering Partnership, For Life, and continuing education like this helps us deliver on that promise." 

WHZ is an independent investment and fiduciary asset management firm serving individuals, families, business owners, executives, and not-for-profit institutions in 25 states from its offices in Pomfret and Tolland, CT. The firm’s mission is to provide each and every client with “Absolute Confidence. Unwavering Partnership. For Life” through hyper-personalized financial planning and wealth management services delivered within its own "Plan Well. Invest Well. Live Well.™" strategic financial planning process. WHZ is a partner of Commonwealth Financial Network®, a Registered Investment Advisor. To learn more, visit www.whzwealth.com. 

### 

About Weiss, Hale & Zahansky Strategic Wealth Advisors 

Weiss, Hale, & Zahansky Strategic Wealth Advisors (WHZ) is an independent investment firm and partner of Commonwealth Financial Network®, a Registered Investment Adviser. Founded in 2006, WHZ offers more than 65 years of combined experience in the financial industry and offers wealth management services using a unique and strategic process that encourages clients to Plan Well, Invest Well, and Live Well™. The firm offers portfolio management and financial guidance to individuals, families, business owners and executives, and not-for-profit institutions in 25 states. They practice at 697 Pomfret Street, Pomfret Center, CT 06259 and 392-A Merrow Road, Tolland, CT 06084. They can be reached by phone at 860-928-2341. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For more information regarding wealth management and customized financial planning with Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com.