Karn, Couzens & Associates, Inc.

Karn, Couzens & Associates, Inc. (CRD# 115582) is a financial advisory firm headquartered in Farmington, CT. They manage $397,457,833 in 1,029 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    397
    MILLION
  • Total Number of Accounts
    1,029
    ACCOUNTS
  • Average Account Value
    $386,256
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, CT, FL, MA, NJ, NY, TX

Financial Advisors at Karn, Couzens & Associates, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Daniel J. Kearney
CRD#: 2892824
10 Melrose Drive, Farmington, CT 06032
93
Wealthminder
score

Daniel Kearney (CRD# 2892824) is an Investment Advisor Representative working at Karn, Couzens & Associates, Inc. in Farmington, CT and has over 19 years of experience in the finance industry.

2
Travis W. Lane
CRD#: 5629529
10 Melrose Drive, Farmington, CT 06032
93
Wealthminder
score

Travis Lane (CRD# 5629529) is an Investment Advisor Representative working at Karn, Couzens & Associates, Inc. in Farmington, CT and has over 6 years of experience in the finance industry.

3
William M. Rogers
CRD#: 6140567
Osprey, FL
90
Wealthminder
score

William Rogers (CRD# 6140567) is an Investment Advisor Representative working at Karn, Couzens & Associates, Inc. in Osprey, FL and has over 4 years of experience in the finance industry.

4
Jeffrey P. Couzens
CRD#: 2979823
10 Melrose Drive, Farmington, CT 06032
81
Wealthminder
score

Jeffrey Couzens (CRD# 2979823) is an Investment Advisor Representative working at Karn, Couzens & Associates, Inc. in Farmington, CT and has over 18 years of experience in the finance industry.

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