Paladin Research Report For:

Stephen Koessl

J&S Partners Inc.

4262 Birdseye Lane
Frisco, TX 75034

About Stephen Koessl

J&S Partners was founded by Joe Koessl and his son, Steve Koessl in 2001 with the sole purpose of helping individuals and families plan for their retirement and financial planning needs. Joe has a successful history since 1970 of being in the financial services industry. He completed military service as an officer from 1968-1970 at the Snelling Army Air Defense site in the Twin Cities and then Joe started his career in Appleton, Wisconsin with the Lincoln Financial Group. Steve has been in the financial services industry for 19 years. Prior to establishing J&S Partners, Inc. he advised a number of highly respected corporations, foundations and public pension plans, such as 3M, the Knight Foundation, and the Minnesota State Board of Investment. Joe retired in 2016 and resides in Edina, MN with his wife Vicki.

See Disclosures

General Information

Firm Start Year
  • 2001
No. of Employees
  • 2-4


Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures provides referrals to financial professionals of LPL Financial, LLC (LPL). is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


Additional Detailed Disclosures


Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

Inquire With Stephen