Karn, Couzens & Associates, Inc.

Karn, Couzens & Associates, Inc. (CRD# 115582) is a financial advisory firm headquartered in Farmington, CT. They manage $324,000,000 in 849 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
10 Melrose Drive, Farmington, CT 06032
http://www.karncouzens.com
By the Numbers
  • Total Assets Under Management
    324
    MILLION
  • Total Number of Accounts
    849
    ACCOUNTS
  • Average Account Value
    $381,625
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, LA, MA, NJ, NY

Financial Advisors at Karn, Couzens & Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Travis Lane, financial advisor Farmington CT
Travis W. Lane
CRD#: 5629529
10 Melrose Drive, Farmington, CT 06032
90
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.

2
William Rogers, financial advisor Osprey FL
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.

3
Jeffrey Couzens, financial advisor Farmington CT
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 17 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals