Yvonne M. Kanne

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CRD#: 5235537

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Yvonne Marie Kanne, who also goes by Bonnie Kanne, was a registered financial professional .

Yvonne is a previously registered financial professional and started their career in finance in 2006. Yvonne had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Bonnie Kanne

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 11, 2006 - April 10, 2012

O'SULLIVAN CREEL WEALTH ADVISORS, LLP

RIA

CRD#: 128000

PENSACOLA, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

O'SULLIVAN CREEL WEALTH ADVISORS, LLP

O'SULLIVAN CREEL HICKS PATTON PRIVATE CLIENT SERVICES, LLP | O'SULLIVAN CREEL WEALTH ADVISORS, LLP

CRD#: 128000 / SEC#: 801-62373

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Contact information

Main Address

316 South Baylen Street Suite 300, Pensacola, FL 32501

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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