Patricia Ann Konetzny
Investment adviser representative at The Practical Planner
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$145.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- The Practical PlannerJan 1999 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (MA).
The Practical Planner
Legal name: The Practical Planner, LLC
$145.3MAssets managed
66Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2819640
- Firm CRD
- 130601