Karen Ann Koenig

Current Employers

Employment History

• 06/2015 → 01/2024
  Edward Jones
  St Louis, MO
• 05/2021 → 01/2024
  Union Capital Company
  Tucson, AZ
• 01/2024 → Present
  Wealthcare Advisory Partners Llc
  Surprise, AZ

Previous Registrations

• 2021-06-01 → 2024-02-12
  Union Capital Company
  Tucson, AZ
  Greenbank, WA
  Surprise, AZ
• 2016-01-19 → 2021-05-04
  Edward Jones
  Lynnwood, WA
  St Louis, MO
  Lynnwood, WA
  Mukilteo, WA

Other Businesses

1. Business Valuations INVESTMENT RELATED: No ADDRESS: 18112 N Plaza Ct, Surprise, AZ. 85374 NATURE: Valuation Services POSITION: Owner START DATE: 12/01/2023 HOURS: 2 DUTIES: Completing business valuations for clients 2. Insurance Agent INVESTMENT RELATED: Yes ADDRESS: 18112 N Plaza Ct, Surprise, AZ. 85374 NATURE: Insurance POSITION: Licensed Insurance Agent START DATE: 06/01/2021 HOURS: 2 DUTIES: Selling insurance and annuities that are suitable for clients 3. LTS INVESTMENT RELATED: No ADDRESS: 18112 N Plaza Ct, Surprise, AZ. 85374 NATURE: Governmental Authority POSITION: Strategic Planning & Performance Analysis Lead START DATE: 03/13/2023 HOURS: 80 DUTIES: I am a part-time analyst for the Real Property Division of DHS contracted through the company LTS 4. Non-Commissioned Officers Academy Graduate Association INVESTMENT RELATED: No ADDRESS: 18112 N Plaza Ct, Surprise, AZ. 85374 NATURE: Charitable Organization POSITION: Board Member START DATE: 01/01/2010 HOURS: 2 DUTIES: I develop the Graduate magazine for publication 5. Wills and Estate Planning INVESTMENT RELATED: No ADDRESS: 18112 N Plaza Ct, Surprise, AZ. 85374 NATURE: Wills and Trusts Planning POSITION: Owner START DATE: 01/01/2023 HOURS: 2 DUTIES: Creating wills and trusts for clients

Exams

• S66 Uniform Combined State Law Examination
  2015-11-20

Other Names

• Karen Ann Wilson
• Karen Koenig
• Karen Ann Koenig