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RIA / WealthAdvisorChartered Financial Analyst29 years in industry

DANIEL LAURENCE KOERNER

Advisor at JAMES R. MARTIN CONSULTING, INC

VANCOUVER, WA

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Search this name across graphsid dfx:ria:3a7c7b92-37db-0072-02ec-27a45cf42e17

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JAMES R. MARTIN CONSULTING, INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 8, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63|S65|S66
First exam: May 8, 1997
First registration: Feb 7, 2008
Dual registered: no
Other names: DAN LAURENCE KOERNER|DAN KOERNER|DANIEL LAURENCE KOERNER|DANIEL L KOERNER
IAPD individual key: 2879433

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JAMES R. MARTIN CONSULTING, INC	Independent wealth	Jul 9, 2025	n/a	yes	VANCOUVER, WA	Current employment
NEWFOCUS FINANCIAL GROUP, LLC	Former SEC adviser	Oct 17, 2012	Jan 15, 2020	no	VANCOUVER, WA	Previous registration
BMO HARRIS FINANCIAL ADVISORS, INC	Former SEC adviser	Jun 15, 2011	Dec 13, 2011	no	CHICAGO, IL	Previous registration
PROSPERITY ECONOMICS PARTNERS, LLC	Former SEC adviser	Feb 25, 2011	Nov 1, 2011	no	CHICAGO, IL\|CHICAGO, IL	Previous registration
WILLIAM BLAIR & COMPANY L.L.C.	Bd affiliated wealth	Feb 7, 2008	Feb 3, 2011	no	CHICAGO, IL\|CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEWFOCUS FINANCIAL GROUP, LLC	JAMES R. MARTIN CONSULTING, INC	Jan 15, 2020	Jul 9, 2025	2,002	Firm change after gap	RIA to RIA
BMO HARRIS FINANCIAL ADVISORS, INC	NEWFOCUS FINANCIAL GROUP, LLC	Dec 13, 2011	Oct 17, 2012	309	Firm change	Other
PROSPERITY ECONOMICS PARTNERS, LLC	BMO HARRIS FINANCIAL ADVISORS, INC	Nov 1, 2011	Jun 15, 2011	-139	Firm change after gap	Other
WILLIAM BLAIR & COMPANY L.L.C.	PROSPERITY ECONOMICS PARTNERS, LLC	Feb 3, 2011	Feb 25, 2011	22	Firm change	Other

Relationships

Registered with (5)

→ JAMES R. MARTIN CONSULTING, INCRegistered adviserregistration: current employment
Jul 9, 2025 to presentfactForm ADV
→ NEWFOCUS FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Oct 17, 2012 to Jan 15, 2020factForm ADV
→ BMO HARRIS FINANCIAL ADVISORS, INCRegistered adviserregistration: previous registration
Jun 15, 2011 to Dec 13, 2011factForm ADV
→ PROSPERITY ECONOMICS PARTNERS, LLCRegistered adviserregistration: previous registration
Feb 25, 2011 to Nov 1, 2011factForm ADV
→ WILLIAM BLAIR & COMPANY L.L.C.Registered adviserregistration: previous registration
Feb 7, 2008 to Feb 3, 2011factForm ADV

Dated events

No dated event names this entity yet.