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Alexander Kochanasz

Gannett Wealth Advisors

Middleton, ID

Austin, TX

CRD 8133799

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Employer firm

Gannett Wealth Advisors CRD 328213

$90.2M regulatory AUM 43 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • TAX PREPARATION

From the firm’s Form ADV. Read the guides:

Current Employers
Gannett Wealth Advisors

Middleton, ID • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-22
  • TX RA
    APPROVED
    Since 2025-07-22

Branch Locations

Middleton, ID • United States

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sound Advisory Llc Austin TX 02/2025 Present
Cfgi Philadelphia PA 11/2019 02/2025
Kpmg Philadelphia PA 10/2017 11/2019
The Pennsylvania University Philadelphia PA 07/2015 05/2017
Unemployed Philadelphia PA 05/2017 10/2017
  • 02/2025 → Present
    Sound Advisory Llc
    Austin, TX
  • 11/2019 → 02/2025
    Cfgi
    Philadelphia, PA
  • 10/2017 → 11/2019
    Kpmg
    Philadelphia, PA
  • 07/2015 → 05/2017
    The Pennsylvania University
    Philadelphia, PA
  • 05/2017 → 10/2017
    Unemployed
    Philadelphia, PA
Designations
  • Certified Financial Planner
Other Names
  • Alex Kochanasz

View on SEC IAPD

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