Patricia A. Konetzny
THE PRACTICAL PLANNER
Groton, MA 01450
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CRD#: 2819640
Professional summary
Patricia Ann Konetzny, CFP®, who also goes by Patricia Ann Callahan, is a registered financial advisor currently at THE PRACTICAL PLANNER located in Groton, Massachusetts.
Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Patricia has worked at 2 firms and has passed the Series 63 and Series 6 exams.
Biography
If you are looking for a holistic approach to your investments and taxes, one that is based on your personal goals and values, circumstances, and aspirations, we invite you to browse through our web site at www.practicalplanner.com to learn more about working together.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Life Transitions
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Patricia Ann Callahan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Ann Konetzny's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1998
Experience
Current
September 25, 1999 - Present
THE PRACTICAL PLANNER
Office #1: 274 Main St, Groton, MA 01450RIA
CRD#: 130601
Groton, MA
Past
February 6, 1997 - May 20, 1998
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
THE PRACTICAL PLANNER
PATRICIA ANN KONETZNY/DBA THE PRACTICAL PLANNER | THE PRACTICAL PLANNER, LLC | THE PRACTICAL PLANNER
CRD#: 130601 / SEC#: 801-129924
RIA
Registered Investment Advisory firm - (4/17/2024 Approved)Massachusetts
Registered Investment Advisory firm - (10/24/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(9/25/1999)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
THE PRACTICAL PLANNER
PATRICIA ANN KONETZNY/DBA THE PRACTICAL PLANNER | THE PRACTICAL PLANNER, LLC | THE PRACTICAL PLANNER
CRD#: 130601 / SEC#: 801-129924
RIA
Registered Investment Advisory firm - (4/17/2024 Approved)Massachusetts
Registered Investment Advisory firm - (10/24/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
274 Main St, Groton, MA 01450
Mailing Address
Phone number
(978) 448-3403
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 67 |
| AUM (Assets Under Management) | $ 125,483,477 |
Red Flags
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Company Information
THE PRACTICAL PLANNER
CRD#: 130601Groton, MA 01450TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
