Unclaimed Profile

Gregg Scott Konopaske

KFA PRIVATE WEALTH GROUP, LLC·VIENNA, Virginia

SIE, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 65CFPClean record32 years registeredKFA PRIVATE WEALTH GROUP, LLC

8000 TOWERS CRESCENT DRIVE, VIENNA, VA 22182CRD# 2424683Firm CRD# 281678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregg Scott Konopaske · VIENNA, VA

Registration

CRD #2424683 · KFA PRIVATE WEALTH GROUP, LLC · 32 years registered

Brand Profile

Not yet started

Career History

CORIENT

May 2024 – present

KFA PRIVATE WEALTH GROUP, LLC

Oct 2015 – May 2024

Tequesta, FL

AMERIPRISE FINANCIAL SERVICES, INC.

Mar 1994 – Nov 2015

VIENNA, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · March 31, 1994

Years registered · 32

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KFA PRIVATE WEALTH GROUP, LLC

CRD 281678 · SEC 801-106726

AUM

$784M

Regulatory assets under management

Employees

3,821 client accounts

Services offered by KFA PRIVATE WEALTH GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KFA PRIVATE WEALTH GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Gregg Scott Konopaske offer?

Gregg Scott Konopaske specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIENNA, Virginia for a consultation.

What are Gregg Scott Konopaske's credentials?

Gregg Scott Konopaske holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gregg Scott Konopaske located?

Gregg Scott Konopaske is based in VIENNA, Virginia, working with KFA PRIVATE WEALTH GROUP, LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.

How does Gregg Scott Konopaske charge for services?

Gregg Scott Konopaske's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KFA PRIVATE WEALTH GROUP, LLC?

KFA PRIVATE WEALTH GROUP, LLC has approximately 12 employees and manages $784M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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