Joyce Koehn, financial advisor Ann Arbor MI
93 score

Joyce Koehn

CRD Number: 1350861
Current Firm: Lpl Financial LLC

Joyce Koehn (CRD# 1350861) is an Investment Advisor Representative working at Lpl Financial LLC in Ann Arbor, MI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Ann Arbor, MI Aug 2014 - Current 2
Old National Bank Ann Arbor, MI Aug 2014 - Current 2
United Bank & Trust Ann Arbor, MI Feb 2014 - Aug 2014 < 1
Unemployed Ann Arbor, MI Jan 2014 - Feb 2014 < 1
Metlife Securities Ann Arbor, MI Jun 2009 - Dec 2013 4
Unemployed Ann Arbor, MI Apr 2009 - Jun 2009 < 1
Eastern Michigan University Ypsilanti, MI Aug 2008 - Apr 2009 < 1
Unemployed Ann Arbor, MI Jan 2007 - Aug 2008 1
Distinctive Performance Ann Arbor, MI Aug 2004 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2009
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Joyce M. Koehn
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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