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Karen Ann Koenig

Wealthcare Advisory Partners LLC

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About Karen Ann Koenig

Karen Koenig is a financial advisor with Wealthcare Advisory Partners LLC. Karen has been in the industry since 2015 and holds Series 66, Series 7 and SIE licenses. Karen has experience working with various client types including individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Karen also has experience working with clients in various states including Arizona and Texas. Karen can help you with financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Karen Koenig is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Karen Koenig’s Registration & Firm History

AZ

02/02/2024 - Present

Wealthcare Advisory Partners LLC (SURPRISE AZ)

AZ

05/20/2021 - 02/12/2024

UNION CAPITAL COMPANY (Surprise AZ)

WA

09/14/2015 - 05/04/2021

EDWARD JONES (MUKILTEO WA)

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Licenses & Designations

BOTH

Issued 11/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Karen Ann Koenig. Review regulatory record here.
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