John Henry Konetzny
CFP®Professional Summary
John Henry Konetzny, CFP®, who also goes by John H. Konetzny, John Konetzny, is a registered financial advisor currently at THE PRACTICAL PLANNER located in Groton, Massachusetts. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 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
- Retirement Planning
- Tax Planning
- Investment Management
- Financial Planning
- Business Services
Biography
John resides in the quintessential New England town of Groton, Massachusetts with his wife Elizabeth and their children. He serves as a member of the Groton Economic Development Committee, the Groton Business Association and as an Eagle Scout, continues to stay active with the Boy Scouts in Groton. In his spare time, John enjoys cycling and running through the picturesque country roads in the area, visiting new cities throughout the U.S. and spending time with...
Other Aliases
John H. Konetzny, John Konetzny
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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
16 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.
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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
(3/22/2016)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view John Henry Konetzny's CRS (Customer Relationship Summary).
Services Offered by John
- Retirement Planning
- Tax Planning
- Investment Management
- Financial Planning
- Business Services
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