Michael Koontz, financial advisor Charlotte NC

Michael Koontz

CRD Number: 807069
Current Firm: Integrity Financial Advisors, LLC

Michael Koontz (CRD# 807069) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Charlotte, NC and has over 41 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Integrity Financial Advisors, LLC Wenham, MA Jul 2021 - Current 2
Fortune Financial Services, Inc. New Brighton, PA Jan 2014 - Jul 2022 8
Jewell Financial Services, Inc. Charlotte, NC Dec 2019 - Jul 2021 1
Prosperity Wealth Management, Inc. San Ramon, CA Feb 2015 - Jul 2021 6
Jewell Financial Services, Inc. Charlotte, NC Aug 1997 - Dec 2019 22
Keystone Capital Corporation San Diego, CA Feb 2014 - Jan 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
Contact Info for Michael D. Koontz
Phone Number: 978-338-4830
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $233,387
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, MA, ME, NC, NH, OK, PA, TX

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