Koenig Investment Advisory, LLC

Koenig Investment Advisory, LLC (CRD# 117098) is a financial advisory firm headquartered in Medford, OR. They manage $123,873,686 in 515 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    515
    ACCOUNTS
  • Average Account Value
    $240,531
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, NE, OR, TX, WA

Financial Advisors at Koenig Investment Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey L. McCullough
CRD#: 5357489
1020 E Jackson St, Medford, OR 97504
96
Wealthminder
score

Jeffrey McCullough (CRD# 5357489) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 10 years of experience in the finance industry. Jeffrey McCullough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory A. Koenig
CRD#: 1342457
1020 E Jackson St, Medford, OR 97504
93
Wealthminder
score

Gregory Koenig (CRD# 1342457) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 32 years of experience in the finance industry.

3
Lorrie Anne Miller
CRD#: 5296122
1020 E Jackson St, Medford, OR 97504
93
Wealthminder
score

Lorrie Anne Miller (CRD# 5296122) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 10 years of experience in the finance industry.

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