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Justin Louis Kohnke

Future Capital Management

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About Justin Louis Kohnke

Justin Louis Kohnke is a registered Investment Advisor Representative with Future Capital Management. Justin has been in the financial industry for over 15 years and has a wealth of experience in the field. Justin is committed to providing personalized financial advice and guidance to help clients reach their financial goals.

Firm Information

Justin Kohnke is currently registered with Future Capital Management. Future Capital Management is a registered investment advisor with offices in [main office location]. They provide a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages approximately $22.7 million in assets for over 232 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

$22.73M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Kohnke’s Registration & Firm History

CO

03/10/2023 - Present

Future Capital Management (CASTLE ROCK CO)

CO

07/01/2019 - 02/28/2023

SIGMA FINANCIAL CORPORATION (Lone Tree CO)

CO

09/11/2012 - 07/02/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)

NV

01/03/2011 - 08/28/2012

WELLS FARGO ADVISORS, LLC (LAS VEGAS NV)

NV

10/24/2007 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 11/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Justin Louis Kohnke. Review regulatory record here.
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