StephenKoessl- Financial Advisor Frisco, TX

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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.

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General Information

Firm Start Year

2001

No. of Employees

CRD#

2537590

Firm CRD#

6413

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 10, Series 9, Series 7, Series 63, Series 66, Series 65

Insurance and Annuity Licenses

Variable Life, Life, Variable Annuity, Annuity

Firm Information

Assets Managed by Advisor

$120,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions, Based on Assets

Disclosures

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LPL ADV 2A

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

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

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

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Paladin Research Report For:

Stephen Koessl

J&S Partners Inc.