|Keynote Financial Services, LLC is a RIA based in Vernon Rockville, CT with $51M in AUM and with 2 advisors nationwide. Kent David Zahner is the majority owner of the firm and has been in this role with the firm since 2004.|
|Stuart E. Magdefrau||Mar 2004|
|Kent David Zahner||Mar 2004|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Kent David Zahner (75% or more)
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Kent David Zahner||Member||01/01/2004|
No firm affiliates listed.
7 Keynote Drive
Vernon , CT 06066
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Other: SELECTION OF OTHER ADVISORS