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Kent David Zahner

KEYNOTE FINANCIAL SERVICES, LLC·VERNON, Connecticut
Series 65Clean record22 years registeredKEYNOTE FINANCIAL SERVICES, LLC
7 KEYNOTE DRIVE, VERNON, CT 06066CRD# 4757223Firm CRD# 130384

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kent David Zahner · VERNON, CT
Registration
CRD #4757223 · KEYNOTE FINANCIAL SERVICES, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

KEYNOTE FINANCIAL SERVICES, LLC
Mar 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 19, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KEYNOTE FINANCIAL SERVICES, LLC
CRD 130384 · SEC 801-126600
AUM
$155M
Regulatory assets under management
Employees
2
500 client accounts
Services offered by KEYNOTE FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KEYNOTE FINANCIAL SERVICES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kent David Zahner offer?
Kent David Zahner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VERNON, Connecticut for a consultation.
What are Kent David Zahner's credentials?
Kent David Zahner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kent David Zahner located?
Kent David Zahner is based in VERNON, Connecticut, working with KEYNOTE FINANCIAL SERVICES, LLC. Their office serves clients in the VERNON metropolitan area and surrounding communities.
How does Kent David Zahner charge for services?
Kent David Zahner's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEYNOTE FINANCIAL SERVICES, LLC?
KEYNOTE FINANCIAL SERVICES, LLC has approximately 2 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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