Kahn Financial Group

Kahn Financial Group (CRD# 134802) is a financial advisory firm headquartered in Clearwater, FL. They manage $67,308,027 in 301 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $223,615
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA

Financial Advisors at Kahn Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Michael T. Carey
CRD#: 4538404
1700 Mcmullen Booth Rd. Suite A-5, Clearwater, FL 33759
96
Wealthminder
score

Michael Carey (CRD# 4538404) is an Investment Advisor Representative working at Kahn Financial Group in Clearwater, FL and has over 14 years of experience in the finance industry. Michael Carey 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.

2
David B. Kahn
CRD#: 2348498
1700 Mcmullen Booth Road, Suite A-5, Clearwater, FL 33759
96
Wealthminder
score

David Kahn (CRD# 2348498) is an Investment Advisor Representative working at Kahn Financial Group in Clearwater, FL and has over 23 years of experience in the finance industry. David Kahn 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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