Karen Koenigs (CRD# 4263202) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Black River Falls, WI and has over 23 years of experience in the finance industry.
CRD# 4925099
Edward Jones
CRD# 3051227
Mbe Wealth Management, LLC
CRD# 5625965
Great Valley Advisor Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Black River Falls, WI | Sep 2019 - Current | 4 |
| Karen Koenigs Insurance Agency | Black River Falls, WI | Feb 2002 - Current | 22 |
| State Farm Vp Management Corp. | Black River Falls, WI | Feb 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- WI
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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