Koenig Investment Advisory, LLC

Koenig Investment Advisory, LLC (CRD# 117098) is a financial advisory firm headquartered in Medford, OR. They manage $183,007,038 in 575 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    575
    ACCOUNTS
  • Average Account Value
    $318,273
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, ID, NE, OR, TX, WA

Financial Advisors at Koenig Investment Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gregory A. Koenig
CRD#: 1342457
1020 E Jackson St, Medford, OR 97504

Gregory Koenig (CRD# 1342457) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 35 years of experience in the finance industry.

2
Jeffrey L. McCullough
CRD#: 5357489
1020 E Jackson St, Medford, OR 97504

Jeffrey McCullough (CRD# 5357489) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 12 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.

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

Lorrie Anne Miller (CRD# 5296122) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.