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Katie Lyn Koeman

Jackson National Life Distributors LLC

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About Katie Lyn Koeman

Katie Lyn Koeman is a financial advisor at Jackson National Life Distributors LLC. Katie has been in the industry since February 1, 2005, and has worked for several firms including Triad Advisors LLC, Cambridge Investment Research, Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., NatCity Investments, Inc., and McDonald Investments Inc.. Katie is licensed to sell securities in Michigan.

Firm Information

Katie Koeman is currently registered with Jackson National Life Distributors LLC. Jackson National Life Distributors LLC is a Limited Liability Company formed in May 2006 and approved to operate in all 50 states and the District of Columbia. The firm has one SEC registration and 51 state registrations. The firm has disclosed two arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

564

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.

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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Katie Koeman’s Registration & Firm History

TN

05/15/2020 - Present

Jackson National Life Distributors LLC (FRANKLIN TN)

MI

11/01/2019 - 05/07/2020

TRIAD ADVISORS LLC (GRAND RAPIDS MI)

MI

11/02/2015 - 11/06/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (Holland MI)

MI

02/08/2010 - 06/13/2014

RAYMOND JAMES & ASSOCIATES, INC. (HOLLAND MI)

MI

01/27/2004 - 02/02/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)

OH

11/14/2002 - 01/21/2004

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

01/29/2002 - 04/29/2002

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 08/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/13/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/31/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 11/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katie Lyn Koeman.
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