JK
John D. Kann
TWINLEAF FINANCIAL ADVISORS
Winter Park, FL
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CRD#: 6614619
JK
Professional summary
John David Kann, CFP® is a registered financial advisor currently at TWINLEAF FINANCIAL ADVISORS located in Winter Park, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Twinleaf Insurance DBA and Twinleaf Insurance Agency DBA pertain to Twinleaf Financial Advisors; All insurance lines; Start Date: 12/20/2022; 50 hrs per month; 50 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view John David Kann'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: 2020
Experience
Current
February 8, 2023 - Present
TWINLEAF FINANCIAL ADVISORS
RIA
CRD#: 323737
Winter Park, FL
Past
February 19, 2019 - December 21, 2022
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
MAITLAND, FL
Past
August 6, 2018 - December 21, 2022
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
MAITLAND, FL
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
California(3/11/2025)
IAR
Colorado(3/13/2025)
IAR
Florida(2/8/2023)
IAR
Illinois(9/26/2025)
IAR
Maryland(9/26/2024)
IAR
Massachusetts(11/15/2024)
IAR
Michigan(1/24/2025)
IAR
New Hampshire(9/19/2024)
IAR
New Jersey(9/30/2024)
IAR
New York(7/29/2024)
IAR
North Carolina(7/22/2024)
IAR
Ohio(3/17/2025)
IAR
Pennsylvania(2/16/2023)
IAR
Texas(3/1/2023)
IAR
Virginia(11/15/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TF
TWINLEAF FINANCIAL ADVISORS
RHYTHM FINANCIAL ADVISORS | TWINLEAF FINANCIAL ADVISORS, LLC | TWINLEAF FINANCIAL ADVISORS | RHYTHM FINANCIAL ADVISORS, LLC
CRD#: 323737 / SEC#:
California
Registered Investment Advisory firm - (3/11/2025 Approved)Colorado
Registered Investment Advisory firm - (3/13/2025 Approved)Florida
Registered Investment Advisory firm - (2/8/2023 Approved)Illinois
Registered Investment Advisory firm - (9/26/2025 Approved)Maryland
Registered Investment Advisory firm - (9/26/2024 Approved)Massachusetts
Registered Investment Advisory firm - (11/15/2024 Approved)Michigan
Registered Investment Advisory firm - (1/24/2025 Approved)New Hampshire
Registered Investment Advisory firm - (9/19/2024 Approved)New Jersey
Registered Investment Advisory firm - (9/30/2024 Approved)New York
Registered Investment Advisory firm - (7/29/2024 Approved)North Carolina
Registered Investment Advisory firm - (7/22/2024 Approved)Ohio
Registered Investment Advisory firm - (3/17/2025 Approved)Pennsylvania
Registered Investment Advisory firm - (2/16/2023 Approved)Texas
Registered Investment Advisory firm - (10/2/2025 Approved)Virginia
Registered Investment Advisory firm - (11/15/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Winter Park, FL
Mailing Address
Phone number
(321) 521-3133
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 154 |
| AUM (Assets Under Management) | $ 4,350,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
