John Kann, financial advisor Maitland FL

John Kann

CRD Number: 6614619
Current Firm: Principal Securities, Inc.

John Kann (CRD# 6614619) is an Investment Advisor Representative working at Principal Securities, Inc. in Maitland, FL and has over 2 years of experience in the finance industry. John Kann 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.

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Professional Designations
Company Name Location Dates Years
Virtus Financial Partners Maitland, FL Oct 2018 - Current 3
Principal Life Insurance Company Maitland, FL Jul 2018 - Current 3
Principal Securities, Inc. Maitland, FL Jun 2017 - Current 4
Stan Stewart Maitland, FL Feb 2016 - Current 5
Student Orlando, FL Aug 2015 - Feb 2016 < 1
Valencia College Orlando, FL May 2014 - Aug 2015 1
Student Orlando, FL Aug 2012 - May 2014 1
Iatse Pittsburgh, PA May 2012 - Aug 2012 < 1
Student Pittsburgh, PA Aug 2000 - Aug 2012 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for John D. Kann
Phone Number: 888-774-6267
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    9,321
    MILLIONS
  • Total Number of Accounts
    38,492
    ACCOUNTS
  • Average Account Value
    $242,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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