Managing Member · The Practical Planner
Patricia A. Konetzny
CRD 2819640 · Named on Form ADV at one SEC-registered adviser
At a glance
The Practical Planner, an SEC-registered wealth manager based in Groton, MA with $145 million in regulatory assets, lists Patricia A. Konetzny on its Form ADV as Managing Member, a control person.
Firms and roles
- The Practical PlannerManaging MemberWealth manager · Groton, MA · $145M in regulatory assets
AtlasMembers
Patricia’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John H. KonetznyManaging Member/cco, The Practical Planner
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patricia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.