Kb Financial Partners, LLC
Kb Financial Partners, LLC (CRD# 119166) is a financial advisory firm headquartered in Princeton, NJ. They manage $469,900,000 in 237 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management470MILLION
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Total Number of Accounts237ACCOUNTS
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Average Account Value$1,982,700
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CT, FL, LA, NJ, NY, PA, TX
Daniel Furiness (CRD# 4746694) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 14 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.
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.
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.
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.
Erik Mosholt (CRD# 2016965) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 24 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.