Gregory Koenen, financial advisor Vienna VA
93 score

Gregory Koenen

CRD Number: 4556811
Current Firm: Waddell & Reed

Gregory Koenen (CRD# 4556811) is an Investment Advisor Representative working at Waddell & Reed in Vienna, VA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W & R Insurance Agencies Washington, DC Sep 2002 - Current 14
Waddell & Reed, Inc. Vienna, VA Jun 2002 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Gregory W. Koenen
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • FL
  • MD
  • MI
  • VA
  • DC
  • IL
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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