Michael Koenig, CFP®
Daytona Beach, Florida, 32114
Member Since 2007
FirsTrust is a dedicated team of professionals, focused on helping you and your family achieve your financial goals. We understand the importance of having the assets and income to enjoy a comfortable retirement, and have financial independence in life.
Our team of professionals specialize in highly personalized financial planning and asset management to better help you and your family meet these goals.
When you are a client of FirsTrust, you will have the peace of mind of knowing your assets and financial future are in the hands of trustworthy experts.
My Location
Background Information
Years of Financial Experience
- 30
Education
- University of Maryland (BS)
- George Washington University (2 yrs)
Certifications and Designations
- CFP®
Association Memberships
- NAPFA
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Primary Custodian(s)
- TD Waterhouse/Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 801-56812
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: FirsTrust
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Customized Financial Plan Design
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Customized portfolio design
Client Investment Services
- Securities, Active Management, Index Funds, Exchange Traded Funds
Visit Website - http://www.FinancialTeam.com
