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Kent David Zahner

KEYNOTE FINANCIAL SERVICES, LLC·VERNON, Connecticut
Clean recordKEYNOTE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kent David Zahner is a registered financial advisor based in VERNON, Connecticut, affiliated with KEYNOTE FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KEYNOTE FINANCIAL SERVICES, LLC
KEYNOTE FINANCIAL SERVICES, LLC
AUM
$155M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KEYNOTE FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4757223
Firm CRD# 130384
View on FINRA BrokerCheck →

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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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Nearby cities in Connecticut
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Research
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