linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Robert Fennig

KFA Private Wealth Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Robert Fennig

John Robert Fennig is a financial advisor with KFA Private Wealth Group, LLC, located in Tyson, Virginia. John has over 20 years of experience in the financial services industry. John holds a Series 66, Series 7 and SIE license. John also holds the Certified Financial Planner designation. John has worked with clients of all sizes, including high-net-worth individuals, families, and businesses. John specializes in providing financial planning, portfolio management, and investment advice. John is committed to helping clients achieve their financial goals.

Firm Information

John Fennig is currently registered with KFA Private Wealth Group, LLC. KFA Private Wealth Group, LLC is a registered investment advisor located in Tyson, VA. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and charitable organizations. They manage approximately $784 million in assets for their clients.
KFA Private Wealth Group, LLC

8350 BROAD ST.

TYSON, VA 22102-5151

$784.48M

Assets Under Management

56

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Fennig’s Registration & Firm History

VA

10/30/2015 - Present

KFA Private Wealth Group, LLC (TYSON VA)

VA

01/02/2018 - 10/02/2023

ARETE WEALTH MANAGEMENT, LLC (Vienna VA)

VA

10/29/2015 - 12/31/2017

SPIRE SECURITIES, LLC (Vienna VA)

VA

08/09/2002 - 11/11/2015

AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)

MN

08/09/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if John Robert Fennig is right for you?

Licenses & Designations

BOTH

Issued 08/23/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Robert Fennig. Review regulatory record here.
Not sure if John Robert Fennig is right for you?