Catina Koenig
Financial Advisor, Director, Koenig Jones Group at Baird, Wealth Management, Financial Planning, Retirement Planning
- Role
- Financial Advisor - Managing Director at Baird
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Catina Koenig
I began my career in the financial services industry in and joined Baird in…
Experience
Financial Advisor - Managing Director
Jan 2024 — Present
Education
University of Wisconsin-La Crosse
Bachelor of Science (B.S.)
1993 — 1997
Skills
- Wealth
- 401k Rollovers
- Investments
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Long Term Care Insurance
- 401k
- Wealth Accumulation
- Investment Management
- College Savings Plans
- Investment Strategies
- Financial Advisory
- Insurance
- Roth Ira
- Finance
- Retirement Planning
- Financial Services
- Iras
- Financial Planning
- Life & Health Insurance Licenses
- Wealth Management
- Portfolio Management
- Securities
- Estate Planning
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