Karen Koenig (CRD# 6504035) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Surprise, AZ and has over 8 years of experience in the finance industry.
CRD# 6344169
Mathis Wealth Management
CRD# 2843482
Independent Financial Group, LLC
CRD# 2005875
Edelman Financial Engines
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | Surprise, AZ | Jan 2024 - Current | < 1 |
| Union Capital Company | Tucson, AZ | May 2021 - Jan 2024 | 2 |
| Edward Jones | St Louis, MO | Jun 2015 - Jan 2024 | 8 |
| The Boeing Company | Everett, WA | Apr 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management4,542MILLIONS
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Total Number of Accounts17,793ACCOUNTS
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Average Account Value$255,250
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