James KoenigCRD Number: 1436586
Current Firm: Cambridge Investment Research Advisors, Inc.
James Koenig (CRD# 1436586) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Collins, CO and has 1 year of experience in the finance industry.
First National Capital Markets, Inc.
Martin Wealth Management, LLC
Contryman Wealth Advisors
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2008 - Current||10|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2008 - Current||10|
|Security Mutual Life Nebraska||Lincoln, NE||Sep 1968 - Current||49|
|Financial Network Investment Corporation||Lincoln, NE||Oct 1994 - Dec 2008||14|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, WY