John Timothy Koenig
Investment adviser representative at Capstone Financial Advisors Inc
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Capstone Financial Advisors, Inc.Feb 2018 to now
- Part-time StudentOct 2017 to Feb 2018
- Heritage Wealth Architects, LLCJul 2015 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Capstone Financial Advisors Inc
$2.9BAssets managed
1,072Clients
18Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6395040
- Firm CRD
- 109341