Paul C. Koenig Jr.
Integrated Financial Partners
1300 Route 73 Suite 314
Mount Laurel, NJ 08054
8562910142
About Integrated Financial Partners
Financial Planning is not a do-it-yourself project. In today's complex world it takes
diligence,
research, careful consideration and the help of an experienced professional to help you achieve
the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER
professional, I can be objective about your financial situation and this is vital in order to
help you gain perspective and confidence in your financial future. A completely confidential
Financial Second Opinion is the logical first step on your road to retirement.
The number one financial worry is not having enough money to retire.
Do you know how much you need?
Did you allocate it properly and prudently?
Do you know what assets to spend first?
This is where I can help. Along with clarity, I can provide prudent strategies and solutions to
help you meet your needs and lifestyle goals. I'll provide a customized plan developed through
a
comprehensive process and I will work with you to see that it is implemented properly. You'll
be
in a position to make informed decisions for your future.
Recognized as one of the largest and most successful independent financial services
organizations
in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our
clients other advisors to ensure collaboration in all aspects of their financial lives.
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
Non-Profit Organizations, Businesses, Individual Investors
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
Variable Annuity, Long Term Care, Variable Life, HMO, Disability, Annuity, Health, Life
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
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org 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