Unclaimed Profile

Lorrie Anne Miller

KOENIG INVESTMENT ADVISORY, LLC·ASHLAND, Oregon

SIE, Series 7, Series 24, Series 66CFPClean record18 years registeredKOENIG INVESTMENT ADVISORY, LLC

739 N MAIN STREET, ASHLAND, OR 97520CRD# 5296122Firm CRD# 311422

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lorrie Anne Miller · ASHLAND, OR

Registration

CRD #5296122 · KOENIG INVESTMENT ADVISORY, LLC · 18 years registered

Brand Profile

Not yet started

Career History

KOENIG INVESTMENT ADVISORY, LLC

Nov 2020 – present

MYLAUNCH, LLC

Aug 2018 – Jun 2020

MEDFORD, OR

KOENIG INVESTMENT ADVISORY, LLC

Jan 2008 – Mar 2021

MEDFORD, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 16, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KOENIG INVESTMENT ADVISORY, LLC

CRD 311422 · SEC 801-119834

AUM

$226M

Regulatory assets under management

Employees

605 client accounts

Services offered by KOENIG INVESTMENT ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KOENIG INVESTMENT ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Lorrie Anne Miller offer?

Lorrie Anne Miller specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ASHLAND, Oregon for a consultation.

What are Lorrie Anne Miller's credentials?

Lorrie Anne Miller holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lorrie Anne Miller located?

Lorrie Anne Miller is based in ASHLAND, Oregon, working with KOENIG INVESTMENT ADVISORY, LLC. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.

How does Lorrie Anne Miller charge for services?

Lorrie Anne Miller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KOENIG INVESTMENT ADVISORY, LLC?

KOENIG INVESTMENT ADVISORY, LLC has approximately 3 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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