John H. Konetzny
THE PRACTICAL PLANNER
Groton, MA 01450
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CRD#: 5841600
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.
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 his nieces and nephews.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Business Owners
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
John H. Konetzny | John Konetzny
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.
Name of other business: Groton Public Library Endowment Trust, , P.O. Box 401, Groton, MA 01450; Investment-related: Yes; Nature of business: The endowment's purpose is to provide private financial support to the Groton Public Library; Position 1: Trustee/Investment Committee, 1/1/2019-12/31/2026, 1.5 hours/month; Position 2: Treasurer, Start date 1/1/2023, 2 hours/month, Manage funds, maintain financial records, prepare financial reports, ensure compliance;
CRS (Client Relationship Summary) - RIA
Click below to view John Henry 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: 2015
Experience
Current
March 22, 2016 - Present
THE PRACTICAL PLANNER
Office #1: 274 Main Street, Groton, MA 01450RIA
CRD#: 130601
Groton, MA
Past
February 25, 2013 - March 11, 2016
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SHREWSBURY, MA
Past
November 12, 2010 - March 7, 2016
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SHREWSBURY, MA
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(3/22/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
