Kanner Financial Services LLC

Kanner Financial Services LLC (CRD# 144954) is a financial advisory firm headquartered in North Haven, CT. They manage $29,681,940 in 346 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    346
    ACCOUNTS
  • Average Account Value
    $85,786
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CT

Financial Advisors at Kanner Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Geoffrey I. Kanner
CRD#: 1975417
140 Washington Ave, Third Floor, North Haven, CT 06473
101
Wealthminder
score
Geoffrey Kanner (CRD# 1975417) is an Investment Advisor Representative working at Kanner Financial Services LLC in North Haven, CT and has over 11 years of experience in the finance industry. Geoffrey Kanner 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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