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Paladin Research Report For:

Paul C. Koenig Jr.

Integrated Financial Partners

CFP®RFC®CRPC®ChFC®
1300 Route 73 Suite 314
Mount Laurel, NJ 08054
856-291-0142

About Paul C. Koenig Jr.

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors.

Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.

See Disclosures

General Information

Firm Start Year
  • 2011
No. of Employees
  • 100-499
CRD#
  • 5253413
Firm CRD#
  • 6413
Name of Broker/Dealer
  • LPL Financial
States Licensed in
  • AZ, CA, CO, DC, DE, FL, HI, IL, MA, MD, MI, MO, NC, NJ, NY, OR, PA, SC, TX, VA and WA
Years of Experience in Financial Services
  • 13
Number of Years with Current Firm
  • 9
Work with the following types of clients
  • Individual Investors, Non-Profit Organizations, Businesses

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, RFC®, ChFC®, CRPC®
Securities Licenses
  • Series 7, Series 66
Insurance and Annuity Licenses
  • Long Term Care, Variable Life, Variable Annuity, Disability, Annuity, Health, Life, HMO
Financial Organization Memberships
  • Financial Planning Association (FPA), Int. Assoc. of Registered Financial Consultants
Non-Financial Organization Memberships
  • Business Networking International - Marlton Central Chapter, American Red Cross: Red Ball Committee Chair, American Red Cross: Blood Drive Chair, Millersville University Alumni Association

Firm Information

Advisor's Number of Clients
  • 140
Advisor's Number of Planning Clients
  • 120
Assets Managed by Advisor
  • $120,000,000

Compensation and Fees

Fee Structure
  • Fee-Based

Education

B.S. - Biology

Millersville University
September 1996 -May 2001

Chartered Retirement Planning Counselor - CRPC® -

The College for Financial Planning
2007 -2008

CERTIFIED FINANCIAL PLANNER(TM) Practitioner - CFP -

The American College
2009 -2011

Chartered Financial Consultant - ChFC® -

The American College
2009 -2011

Disclosures

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


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf