Kristen KoonceCRD Number: 6183310
Current Firm: Mcadam LLC
Kristen Koonce (CRD# 6183310) is an Investment Advisor Representative working at Mcadam LLC in Chicago, IL and has over 4 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2014 - Current||2|
|Mcadam LLC||Chicago, IL||Oct 2014 - Current||2|
|Mcadam Financial Group||Chicago, IL||Jun 2013 - Oct 2014||1|
|Ing Financial Partners, Inc.||Chicago, IL||Apr 2013 - Oct 2014||1|
|Northwestern University||Evanston, IL||Sep 2009 - Mar 2013||3|
|Metlife Financial Group Of New York||New York, NY||Jun 2012 - Aug 2012||< 1|
|Nordstrom||Naples, FL||Jun 2011 - Sep 2011||< 1|
|Mills, Price, And Associates||Fort Myers, FL||Jun 2011 - Sep 2011||< 1|
|Nordstrom||Naples, FL||Jun 2010 - Sep 2010||< 1|
|Frankie And Johnny's Italian Restaurant And Pizzeria||Bonita Springs, FL||Dec 2008 - Sep 2009||< 1|
|Community School Of Naples||Naples, FL||Apr 2003 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management186MILLIONS
Total Number of Accounts2,434ACCOUNTS
Average Account Value$76,497
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.