Stephen Kuzniak (CRD# 6726947) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 7 years of experience in the finance industry. Stephen Kuzniak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| University Of Georgia | Athens, GA | Jan 2017 - Current | 7 |
| Cannon Financial Strategists, Inc. | Athens, GA | Jun 2016 - Current | 7 |
| University Of Georgia | Athens, GA | Jan 2004 - May 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- GA
-
Total Assets Under Management1,347MILLIONS
-
Total Number of Accounts2,837ACCOUNTS
-
Average Account Value$474,829
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AL, FL, GA, KS, LA, NC, SC, TN, TX
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