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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Koenig is a financial advisor with Prime Capital Financial based in Overland Park, Kansas. Kristopher has been in the industry since 2005 and holds Series 6, 7, 63 and 66 licenses. Kristopher has worked with a number of firms including Cambridge Investment Research, Inc., American Century Investment Services Inc. and Private Client Services, LLC. Kristopher's specialties include retirement planning, investment consulting, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
01/21/2021 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
04/25/2018 - 10/15/2019
PRIVATE CLIENT SERVICES, LLC (Overland Park KS)
KS
06/16/2016 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
MO
05/06/2005 - 11/16/2005
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 06/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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