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Gregory William Koenen

Ameriprise Financial Services, LLC

Mc Lean, VA

Vienna, VA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-06-20
  • VA RA
    APPROVED
    Since 2023-06-20

Branch Locations

8251 Greensboro Dr Ste 310, Mc Lean, VA 22102 • United States

Vienna, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Vienna VA 06/2002 07/2021
Various Insurance Carriers For W & R Insurance Agencies Vienna VA 09/2002 07/2021
Lpl Financial Llc Vienna VA 07/2021 06/2023
Ameriprise Financial Services Mc Lean VA 06/2023 06/2023
Ameriprise Financial Services, Llc Mc Lean VA 03/2020 03/2020
Ameriprise Financial Services, Llc. Mc Lean VA 06/2023 Present
Previous Registrations
  • 2021-07-21 → 2023-06-28
    Lpl Financial Llc
    Charleroi, PA
    Vienna, VA
  • 2002-09-06 → 2021-07-21
    Waddell & Reed
    Vienna, VA
    San Mateo, CA
    San Mateo, CA
    Vienna, VA
    Charleroi, PA
Other Businesses

Independent Insurance Brokering; Mutual of Omaha; 02/01/2020; Long Term Care.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-05
  • S66 Uniform Combined State Law Examination
    2002-09-05
Other Names
  • Gregory Koenen
  • Greg Koenen

View on SEC IAPD

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Other Offices

ALPHA FINANCIAL ADVISORS, LLC · MCLEAN, VA
LPL FINANCIAL LLC · MC LEAN, VA
THE MATHER GROUP, LLC · McLean, VA
RANGE ADVISORY, LLC · MCLEAN, VA
ADVISORS FINANCIAL, INC. · MCLEAN, VA
VINCENT C. LUCAS, C.P.A., P.C. · MCLEAN, VA
HIGHTOWER ADVISORS, LLC · McLean, VA
VINCENT C. LUCAS, C.P.A., P.C. · McLean, VA

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