Joel David Koerner

Current Employers

Natural Investments

Windsor, CA • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2017-09-25

KY RA
APPROVED

Since 2017-09-25

Branch Locations

1927 Harvard Drive, Louisville, KY 40205 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Natural Investments	Louisville	KY	12/2015	Present

12/2015 → Present

Natural Investments

Louisville, KY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-09-22

S65 Uniform Investment Adviser Law Examination

2017-09-22

Other Names

Joel Koerner

View on SEC IAPD

Current Employers

Natural Investments

Disclosures

Employment History

Exams

Other Names

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