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Patricia Ann Konetzny

THE PRACTICAL PLANNER, LLC·GROTON, Massachusetts
Unclaimed Profile
274 MAIN ST, GROTON, MA 01450CRD# 2819640Firm CRD# 130601
01

About

Patricia Ann Konetzny is a registered financial advisor based in GROTON, Massachusetts, affiliated with THE PRACTICAL PLANNER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE PRACTICAL PLANNER, LLC
THE PRACTICAL PLANNER
AUM
$109M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at THE PRACTICAL PLANNER, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2819640
Firm CRD# 130601
No disclosures on file
View on FINRA BrokerCheck →

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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 in GROTON
John Henry Konetzny — THE PRACTICAL PLANNER, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
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Research
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