AdvisorOS Directory
Claim Profile
Unclaimed Profile
JK

John Henry Konetzny

THE PRACTICAL PLANNER, LLC·GROTON, Massachusetts
SIE, Series 7, Series 63, Series 66Clean record13 years registeredTHE PRACTICAL PLANNER, LLC
274 MAIN ST, GROTON, MA 01450CRD# 5841600Firm CRD# 130601

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Henry Konetzny · GROTON, MA
Registration
CRD #5841600 · THE PRACTICAL PLANNER, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

THE PRACTICAL PLANNER
Mar 2016 – present
STRATEGIC ADVISERS, INC.
Feb 2013 – Mar 2016
SHREWSBURY, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · February 25, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE PRACTICAL PLANNER, LLC
CRD 130601 · SEC 801-129924
AUM
$109M
Regulatory assets under management
Employees
2
67 client accounts
Services offered by THE PRACTICAL PLANNER, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE PRACTICAL PLANNER, LLC →
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GROTON?

Browse all registered financial advisors in GROTON, Massachusetts or claim this profile if it's yours.

Browse GROTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Henry Konetzny offer?
John Henry Konetzny specializes in Financial Planning, Investment Management. Contact their office in GROTON, Massachusetts for a consultation.
What are John Henry Konetzny's credentials?
John Henry Konetzny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Henry Konetzny located?
John Henry Konetzny is based in GROTON, Massachusetts, working with THE PRACTICAL PLANNER, LLC. Their office serves clients in the GROTON metropolitan area and surrounding communities.
How does John Henry Konetzny charge for services?
John Henry Konetzny's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PRACTICAL PLANNER, LLC?
THE PRACTICAL PLANNER, LLC has approximately 2 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at THE PRACTICAL PLANNER, LLC

Patricia Ann Konetzny
GROTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile