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Patricia Ann Konetzny

THE PRACTICAL PLANNER, LLC·GROTON, Massachusetts
Series 6, Series 63Clean record26 years registeredTHE PRACTICAL PLANNER, LLC
274 MAIN ST, GROTON, MA 01450CRD# 2819640Firm CRD# 130601

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Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Ann Konetzny · GROTON, MA
Registration
CRD #2819640 · THE PRACTICAL PLANNER, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

THE PRACTICAL PLANNER
Sep 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · September 25, 1999
Years registered · 26
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

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05

Frequently Asked Questions

What services does Patricia Ann Konetzny offer?
Patricia Ann Konetzny specializes in Financial Planning, Investment Management. Contact their office in GROTON, Massachusetts for a consultation.
What are Patricia Ann Konetzny's credentials?
Patricia Ann Konetzny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Ann Konetzny located?
Patricia Ann 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 Patricia Ann Konetzny charge for services?
Patricia Ann 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.
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Other Advisors at THE PRACTICAL PLANNER, LLC

John Henry Konetzny
GROTON, MA

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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)
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