Patricia Ann Konetzny
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Retirement Planning
- Financial Planning
- Tax Planning
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.
Other Aliases
Patricia Ann Callahan
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
PATRICIA ANN KONETZNY/DBA THE PRACTICAL PLANNER | THE PRACTICAL PLANNER, LLC | THE PRACTICAL PLANNER
Contact Information
Main Address
274 Main St, Groton, MA 01450Phone Number
(978) 448-3403# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
66AUM (Assets Under Management)
$145,318,074Similar Advisors
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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.
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Primary Firm SEC Registration
PATRICIA ANN KONETZNY/DBA THE PRACTICAL PLANNER | THE PRACTICAL PLANNER, LLC | THE PRACTICAL PLANNER
State Registrations and Notice Filings
(9/25/1999)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1997About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Patricia Ann Konetzny's CRS (Customer Relationship Summary).
Services Offered by Patricia
- Investment Management
- Retirement Planning
- Financial Planning
- Tax Planning
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