Sophia Cosette Kann
Investment adviser representative at Confluence Financial Partners
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.8BFirm 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
- Pension consulting
Experience
16 years in the industry.
- Confluence Financial PartnersJun 2022 to now
- StudentSep 2021 to Jun 2022
- Confluence Financial PartnersJun 2021 to Aug 2021
- StudentSep 2020 to May 2021
- Confluence Financial PartnersJun 2020 to Aug 2020
- StudentJan 2010 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Confluence Financial Partners
Legal name: Confluence Wealth Services, LLC
$7.8BAssets managed
5,228Clients
45Advisers
5 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
- 7259985
- Firm CRD
- 311980