Morgan KoenigCRD Number: 6155387
Current Firm: Wedgewood Partners, Inc.
Morgan Koenig (CRD# 6155387) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has 1 year of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Wedgewood Partners, Inc.||St. Louis, MO||Jan 2015 - Current||2|
|Wedgewood Partners, Inc.||St. Louis, MO||Dec 2012 - Dec 2014||2|
|Benefit Finance Partners||St. Louis, MO||Aug 2003 - Dec 2012||9|
Total Assets Under Management6,311MILLIONS
Total Number of Accounts5,495ACCOUNTS
Average Account Value$1,148,464
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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