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THE PRACTICAL PLANNER, LLC
THE PRACTICAL PLANNER, LLC
THE PRACTICAL PLANNER
GROTON, Massachusetts
·
2 registered advisors
·
CRD# 130601
SEC# 801-129924
0
978-448-3403
01
Firm Overview
AUM
$109M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at THE PRACTICAL PLANNER, LLC
2 registered advisors
John Henry Konetzny
GROTON, Massachusetts
CRD# 5841600
Patricia Ann Konetzny
GROTON, Massachusetts
CRD# 2819640
05
Office Locations
GROTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. THE PRACTICAL PLANNER, LLC (CRD# 130601) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.