Justin L. Kohnke

FUTURE CAPITAL MANAGEMENT

CASTLE ROCK, CO 80104

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CRD#: 5420663

Professional summary

Justin Louis Kohnke, AIF®, who also goes by Justin Kohnke, is a registered financial advisor currently at FUTURE CAPITAL MANAGEMENT INC. located in Castle Rock, Colorado.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Justin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Kohnke

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.

1) COUNTERTOP CONCEPTS CO, LLC; NON-INVESTMENT RELATED; 415 ANDROMEDA LANE, CASTLE ROCK, CO 80108; SALES AND INSTALLATIONS OF HIGHEND STONE COUNTERTOPS FOR RESIDENTIAL AND COMMERCIAL PROPERTIES; MEMBER; 06/2022; APPROX. 10 HOURS PER MONTH DURING NONTRADING HOURS; CO-OWNER AND MEMBER. 2) DRIVEN MEDIA, LLC; NON-INVESTMENT RELATED; 11350 W 102ND AVE, BROOMFIELD, CO 80021; WEBSITE DESIGN AND MAINTENANCE; MEMBER; 08/2022; APPROX. 5 HOURS PER MONTH DURING NON-TRADING HOURS; CO-OWNER AND MEMBER. 3) FUTURE CAPITAL MANAGEMENT; INVESTMENT RELATED; HIGHLANDS RANCH, CO; LICENSED INSURANCE PRODUCER; 02/2019; APPROX. 10 HOURS PER MONTH DURING TRADING HOURS; INSURANCE PRODUCER DOING BUSINESS WITH VARIOUS INSURANCE COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Louis Kohnke's 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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

February 27, 2023 - Present

FUTURE CAPITAL MANAGEMENT INC.

Office #1: 115 Wilcox Street Suite 220, Castle Rock, CO 80104

RIA

CRD#: 324378

CASTLE ROCK, CO

Past

July 1, 2019 - February 28, 2023

SPC

RIA

CRD#: 110692

Lone Tree, CO

Past

July 1, 2019 - February 28, 2023

SIGMA FINANCIAL CORPORATION

CRD#: 14303

Lone Tree, CO

Past

September 11, 2012 - July 2, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DENVER, CO

Past

September 11, 2012 - July 2, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DENVER, CO

Past

January 3, 2011 - August 28, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LAS VEGAS, NV

Past

January 3, 2011 - August 28, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LAS VEGAS, NV

Past

November 7, 2007 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

LAS VEGAS, NV

Past

October 24, 2007 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

LAS VEGAS, NV

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

Colorado
(2/27/2023)

IAR

Missouri
(2/28/2023)

IAR

Texas
(3/10/2023)

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: 11/6/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/23/2007

General Securities Representative Examination

Current Firm

FUTURE CAPITAL MANAGEMENT INC.

CRD#: 324378 / SEC#:

Colorado

Registered Investment Advisory firm - (2/27/2023 Approved)

Florida

Registered Investment Advisory firm - (9/10/2024 Approved)

Kansas

Registered Investment Advisory firm - (8/2/2024 Approved)

Missouri

Registered Investment Advisory firm - (2/28/2023 Approved)

Nebraska

Registered Investment Advisory firm - (6/28/2024 Approved)

Texas

Registered Investment Advisory firm - (3/7/2023 Approved)

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Contact information

Main Address

115 Wilcox Street Suite 220, Castle Rock, CO 80104

Mailing Address

Phone number

(720) 927-3100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	420
AUM (Assets Under Management)	$ 60,488,823

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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Firm Stability Insights

Justin L. Kohnke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Louis Kohnke's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPC

SIGMA FINANCIAL CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/6/2007

SIE

Date: 10/1/2018

Series 7

Date: 10/23/2007

Current Firm

FUTURE CAPITAL MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FUTURE CAPITAL MANAGEMENT INC.

TRUST BUT VERIFY

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