Kb Financial Partners, LLC

Kb Financial Partners, LLC (CRD# 119166) is a financial advisory firm headquartered in Princeton, NJ. They manage $441,785,000 in 255 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    442
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $1,732,490
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • 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.

CA, CT, FL, LA, NJ, NY, PA, TX

Financial Advisors at Kb Financial Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Daniel J. Furiness
CRD#: 4746694
214 Carnegie Center, #110, Princeton, NJ 08540
96
Wealthminder
score

Daniel Furiness (CRD# 4746694) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 13 years of experience in the finance industry. Daniel Furiness 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
Brad K. Heindel
CRD#: 3078426
214 Carnegie Center #110, Princeton, NJ 08540
96
Wealthminder
score

Brad Heindel (CRD# 3078426) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 19 years of experience in the finance industry. Brad Heindel 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.

3
James D. Kaplan
CRD#: 1184946
214 Carnegie Center, Suite 110, Princeton, NJ 08540
93
Wealthminder
score

James Kaplan (CRD# 1184946) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 34 years of experience in the finance industry.

4
Louis C. Fancher
CRD#: 2772262
214 Carnegie Center, Suite 110, Princeton, NJ 08540
86
Wealthminder
score

Louis Fancher (CRD# 2772262) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 21 years of experience in the finance industry. Louis Fancher 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.

5
Erik Mosholt
CRD#: 2016965
214 Carnegie Center #110, Princeton, NJ 08540
76
Wealthminder
score

Erik Mosholt (CRD# 2016965) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 23 years of experience in the finance industry. Erik Mosholt 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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