Preston Koenig, financial advisor Burnsville MN
90 score

Preston Koenig

CRD Number: 6110300
Current Firm: Wealth Enhancement Advisory Services, LLC

Preston Koenig (CRD# 6110300) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Burnsville, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Brokerage Services Plymouth, MN May 2013 - Current 3
Wealth Enhancement Advisory Services Plymouth, MN May 2013 - Current 3
Lpl Financial, LLC Burnsville, MN Mar 2013 - Current 3
Wealth Enhancement Group Burnsville, MN Aug 2012 - Current 4
White Oaks Wealth Advisors, Inc. Minneapolis, MN May 2011 - Jul 2012 1
Wells Fargo Institutional Trust Minneapolis, MN Jul 2006 - May 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Preston A. Koenig
Phone Number: 763-417-1700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    3,825
    MILLIONS
  • Total Number of Accounts
    24,591
    ACCOUNTS
  • Average Account Value
    $155,561
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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