Stephen Koessl
J&S Partners Inc.
4262 Birdseye Lane
Frisco, TX 75034
6513079052
About J&S Partners Inc.
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.
See Disclosures
General Information
Firm Start Year
2001
No. of Employees
2-4
CRD#
2537590
Firm CRD#
6413
Name of Broker/Dealer
LPL FINANCIAL LLC
States Licensed in
TX
Years of Experience in Financial Services
23
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
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
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
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