Karen Ann Koenig
Investment adviser representative at Wealthcare Advisory Partners LLC
11 yearsExperience
2 statesRegistered in
$8.3BFirm assets
12 yearsFirm in business
Are you Karen Ann Koenig? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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.
- Wealthcare Advisory Partners LLCJan 2024 to now
- Union Capital CompanyMay 2021 to Jan 2024
- Edward JonesJun 2015 to Jan 2024
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 6504035
- Firm CRD
- 171976