Daniel L. Koerner

JAMES R. MARTIN CONSULTING,

VANCOUVER, WA 98660

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CRD#: 2879433

Professional summary

Daniel Laurence Koerner, who also goes by Dan Laurence Koerner, Dan Koerner, Daniel L Koerner, is a registered financial advisor currently at JAMES R. MARTIN CONSULTING, INC located in Vancouver, Washington.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Daniel has worked at 8 firms and has passed the Series 66, Series 65, Series 63, Series 7, Series 62 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Laurence Koerner | Dan Koerner | Daniel L Koerner

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 Daniel Laurence Koerner'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

July 9, 2025 - Present

JAMES R. MARTIN CONSULTING, INC

Office #1: 1111 Main Street, Suite 612, Vancouver, WA 98660

RIA

CRD#: 109542

VANCOUVER, WA

Past

October 17, 2012 - January 15, 2020

NEWFOCUS FINANCIAL GROUP, LLC

RIA

CRD#: 132578

VANCOUVER, WA

Past

June 15, 2011 - December 13, 2011

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA

CRD#: 137115

CHICAGO, IL

Past

June 15, 2011 - December 13, 2011

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

CHICAGO, IL

Past

February 25, 2011 - November 1, 2011

PROSPERITY ECONOMICS PARTNERS, LLC

RIA

CRD#: 148122

CHICAGO, IL

Past

February 7, 2008 - February 3, 2011

WILLIAM BLAIR

RIA

CRD#: 1252

CHICAGO, IL

Past

February 5, 2008 - February 3, 2011

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

Past

May 3, 1999 - October 10, 2000

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

November 16, 1998 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

May 15, 1997 - June 12, 1997

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JAMES R. MARTIN CONSULTING, INC

CRD#: 109542 / SEC#: 801-58066

RIA

Registered Investment Advisory firm - (11/3/2000 Approved)

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

Washington
(7/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/12/2008

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/13/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/8/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/4/2008

General Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 2/17/1999

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 5/3/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JAMES R. MARTIN CONSULTING, INC

CRD#: 109542 / SEC#: 801-58066

RIA

Registered Investment Advisory firm - (11/3/2000 Approved)

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Contact information

Main Address

1111 Main St. Suite 612, Vancouver, WA 98660

Mailing Address

P O Box 1369, Vancouver, WA 98666

Phone number

(360) 567-1822

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JRM CAPITAL MANAGEMENT 2025 BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	659
AUM (Assets Under Management)	$ 443,589,981

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.

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Advisor Monitoring

Firm Stability Insights

Daniel L. Koerner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Laurence Koerner's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWFOCUS FINANCIAL GROUP, LLC

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

PROSPERITY ECONOMICS PARTNERS, LLC

WILLIAM BLAIR

WILLIAM BLAIR

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

JAMES R. MARTIN CONSULTING, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2008

Series 65

Date: 10/13/1999

Series 63

Date: 5/8/1997

Series 7

Date: 2/4/2008

Series 62

Date: 2/17/1999

Series 6

Date: 5/3/1997

Current Firm

JAMES R. MARTIN CONSULTING, INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JAMES R. MARTIN CONSULTING, INC

TRUST BUT VERIFY

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