Kent
Zahner
Keynote Financial Services, LLC
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About this Advisor
Kent Zahner is a financial advisor working out of Vernon Rockville, Connecticut with a total of 19 years of industry experience. Zahner is an advisor for Keynote Financial Services, LLC. Throughout their career, they have worked at Magdefrau, Renner & Ciaffaglione LLC, Cpa'S and Keynote Financial Services, LLC. Zahner has a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Connecticut. Keynote Financial Services, LLC is a registered investment business based out of Vernon Rockville, CT. It administers $134 million in total assets between its 497 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 497 accounts, 25% are associated with high-net-worth individuals who have more than $1 million in assets. Keynote Financial Services, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules depend on which services are offered. However, fee types billed by Keynote Financial Services, LLC most likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keynote Financial Services, LLC Brokerage Details
$134,423,294
2
497
$270,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kent Zahner Work History
Kent has been registered as a financial advisor for 19 years.*
Keynote Financial Services, LLC
Magdefrau, Renner & Ciaffaglione LLC, Cpa'S
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kent Zahner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keynote Financial Services, LLC
Vernon Rockville, CT
Vernon Rockville, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
