Kristen Koonce, financial advisor Chicago IL
89 score

Kristen Koonce

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Kristen T. Koonce
Phone Number: (888) 614-5323
Firm Website:
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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