Best Investors Account Sign in
Inactive

Stephen Kuzniak

Cannon Financial Strategists, Inc.

Athens, GA

CRD 6726947

Claim This Profile
Employer firm

Cannon Financial Strategists, Inc. CRD 133509

$1.67B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • TAX COMPLIANCE SERVICES

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

Current Employers
Cannon Financial Strategists, Inc.

649-8 South Milledge Ave, Athens, GA 30605 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-02-20
  • GA RA
    APPROVED
    Since 2017-02-20

Branch Locations

649-8 South Milledge Ave, Athens, GA 30605 • 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
Cannon Financial Strategists, Inc. Athens GA 06/2016 Present
University Of Georgia Athens GA 01/2017 Present
Other Businesses

(1) 01/2017 University of Georgia; Instructor; Non Investment Related; 264 Dawson Hall, Athens, GA 30602; 12 Hours/Month; 1 Hour per week/During trading hours; Teach class in the UGA Financial Planning Program (2) 4/2022 Kuzniak Company; Member; E-Commerce; Non Investment Related; 1161 Old Farm Road, Athens, GA 30677; 10 Hours/Month; 0 Hour per week/During trading hours; Purchases used goods and resells online.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-24
  • S65 Uniform Investment Adviser Law Examination
    2017-01-24
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Athens, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor