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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
    Visit Website
    https://www.theifpgroup.com/

    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

    Paladin Advisors

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