Gregory Koenen (CRD# 4556811) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in McLean, VA and has over 21 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Mc Lean, VA | Jun 2023 - Current | < 1 |
| Ameriprise Financial Services | Mc Lean, VA | Jun 2023 - Jun 2023 | < 1 |
| Lpl Financial LLC | Vienna, VA | Jul 2021 - Jun 2023 | 1 |
| Various Insurance Carriers For W & R Insurance Agencies | Vienna, VA | Sep 2002 - Jul 2021 | 18 |
| Waddell & Reed, Inc. | Vienna, VA | Jun 2002 - Jul 2021 | 19 |
| Ameriprise Financial Services, LLC | Mc Lean, VA | Mar 2020 - Mar 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- VA
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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