Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Koenig is a Certified Financial Planner™ who has been in the industry since May 2024. Currently, Allison works at Foster & Motley Inc., located in Cincinnati, OH. Allison has experience working for PNC and The Children's House in Cincinnati, OH as well. Allison's professional background also includes positions at University of Cincinnati and McAuley High School, also in Cincinnati, OH. Allison specializes in providing financial planning, educational seminars, and portfolio management for both individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
02/10/2025 - Present
Foster & Motley Inc. (CINCINNATI OH)
Active
Inactive
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