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Dennis Charles Koenning

Dennis C. Koenning

YOUR IA | Investment Advisor Representative
Cummings, GA
Some features on this profile are disabled
CRD#: 1599307
Dennis Charles Koenning

Professional summary

Dennis Charles Koenning, who also goes by Tim Koenning, is a registered financial advisor currently at YOUR IA, LLC located in Cummings, Georgia.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Dennis has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tim Koenning

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Charles Koenning's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 6, 2026 - Present

YOUR IA, LLC

RIA
CRD#: 338535
Cummings, GA
Past

January 6, 2012 - March 27, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
Alpharetta, GA
Past

January 6, 2012 - March 27, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
Alpharetta, GA
Past

September 21, 2010 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA
CRD#: 139233
DULUTH, GA
Past

September 8, 2010 - January 6, 2012

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
JOHNS CREEK, GA
Past

February 5, 2003 - December 31, 2009

AMERICAN WEALTH MANAGEMENT, INC.

RIA
CRD#: 25536
BUFORD, GA
Past

January 9, 1997 - December 31, 2009

AMERICAN WEALTH MANAGEMENT, INC.

BD
CRD#: 25536
BUFORD, GA
Past

July 30, 1994 - January 17, 1997

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

June 24, 1992 - July 15, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 15, 1989 - June 23, 1992

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

May 16, 1988 - August 16, 1989

F.N. WOLF & CO., INC.

BD
CRD#: 13051
Past

February 2, 1987 - May 18, 1988

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474
Past

December 23, 1986 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(4/14/2026)
IAR
Texas
(4/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/12/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/6/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/15/1993
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/1986
General Securities Representative Examination

Current Firm

YI
YOUR IA, LLC
AOG WEALTH PARTNERS, LLC | YOUR IA, LLC

CRD#: 338535 / SEC#: 801-134511

RIA
Registered Investment Advisory firm - (11/18/2025 120-Day Approval)
PREMIUM
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Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
616 South 300 East, St. George, UT 84770
Mailing Address
Phone number
(800) 823-0489
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

YOUR IA LLC - FORM ADV PART 2A - 2025.11 (11/21/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

YOUR IA, LLC

Investment Advisor RepresentativeCRD#: 338535Cummings, GA

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx
xxxxxxx

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