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Julie Ann Koeninger

CONSERVATION RESOURCE PARTNERS, LLC·EXETER, New Hampshire
SIE, Series 3, Series 7, Series 7TO, Series 63Clean recordCONSERVATION RESOURCE PARTNERS, LLC
8 CENTER STREET, EXETER, NH 03833CRD# 1414344Firm CRD# 160706

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Ann Koeninger · EXETER, NH
Registration
CRD #1414344 · CONSERVATION RESOURCE PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 7TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CONSERVATION RESOURCE PARTNERS, LLC
CRD 160706 · SEC 801-73775
AUM
$683M
Regulatory assets under management
Employees
16
4 client accounts
Services offered by CONSERVATION RESOURCE PARTNERS, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CONSERVATION RESOURCE PARTNERS, LLC →
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Frequently Asked Questions

What services does Julie Ann Koeninger offer?
Julie Ann Koeninger specializes in Retirement Planning, Wealth Management. Contact their office in EXETER, New Hampshire for a consultation.
What are Julie Ann Koeninger's credentials?
Julie Ann Koeninger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Koeninger located?
Julie Ann Koeninger is based in EXETER, New Hampshire, working with CONSERVATION RESOURCE PARTNERS, LLC. Their office serves clients in the EXETER metropolitan area and surrounding communities.
How does Julie Ann Koeninger charge for services?
Julie Ann Koeninger's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSERVATION RESOURCE PARTNERS, LLC?
CONSERVATION RESOURCE PARTNERS, LLC has approximately 16 employees and manages $683M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
PORTSMOUTH (75)BEDFORD (26)CONCORD (22)MANCHESTER (12)HANOVER (10)WOLFEBORO (7)NEW LONDON (7)KEENE (5)LEBANON (5)NASHUA (5)
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Research
Advisor Fees in New HampshireNational Fee Analysis
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