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Stephen Kuzniak

Investment adviser representative at Cannon Financial Strategists, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. University of GeorgiaJan 2017 to now
  2. Cannon Financial Strategists, Inc.Jun 2016 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (GA).

Cannon Financial Strategists, Inc.

$1.7BAssets managed
1,015Clients
29Advisers
12 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
6726947
Firm CRD
133509
Advisor's SEC record (opens in a new tab)
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