Key Financial Concepts, Inc.

Key Financial Concepts, Inc. (CRD# 125985) is a financial advisory firm headquartered in Vernon, CT. They manage $11,879,922 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $516,518
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CT

Financial Advisors at Key Financial Concepts, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert J. Ardini Jr.
CRD#: 727388
428 Hartford Turnpike, Suite 109, Vernon, CT 06066
96
Wealthminder
score

Robert Ardini Jr. (CRD# 727388) is an Investment Advisor Representative working at Key Financial Concepts, Inc. in Vernon, CT and has over 22 years of experience in the finance industry. Robert Ardini Jr. 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
Peter J. Jesanis
CRD#: 716437
428 Hartford Turnpike, Suite 109, Vernon, CT 06066
96
Wealthminder
score

Peter Jesanis (CRD# 716437) is an Investment Advisor Representative working at Key Financial Concepts, Inc. in Vernon, CT and has over 26 years of experience in the finance industry. Peter Jesanis 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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