David Robert Koenes

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 02/2019
  America Group Financial Services
  Kentwood, MI
• 02/2014 → 09/2020
  Lpl Financial Llc
  Grand Rapids, MI
• 09/2020 → 03/2022
  Health Care Storage Solutions
  Denver, CO
• 03/2022 → Present
  Lpl Financial Llc
  Grand Rapids, MI

Previous Registrations

• 2015-05-12 → 2020-09-17
  Lpl Financial Llc
  Grand Rapids, MI

Other Businesses

1)02/22/2022 - America Group Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2022 2)02/22/2022 - America Group Retirement Strategy Centers - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2022 3)02/22/2022 - America Group Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-09
• S63 Uniform Securities Agent State Law Examination
  2014-11-24

Other Names

• David Robert Koenes