Kanner Financial Services LLC

Kanner Financial Services LLC (CRD# 144954) is a financial advisory firm headquartered in North Haven, CT. They manage $87,288,958 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
116 Washington Ave, Third Floor, North Haven, CT 06473
https://facebook.com/kannerfinancialservices/
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $698,312
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
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Kanner Financial Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Geoffrey Kanner, financial advisor North Haven CT
Geoffrey I. Kanner
CRD#: 1975417
116 Washington Ave, Third Floor, North Haven, CT 06473
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.
2
Sarajane Weinstein, financial advisor North Haven CT
Sarajane G. Weinstein
CRD#: 6920415
116 Washington Ave, Third Floor, North Haven, CT 06473

Sarajane Weinstein (CRD# 6920415) is an Investment Advisor Representative working at Kanner Financial Services LLC in North Haven, CT and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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