A complete list of active advisors currently associated with Kinnect Advisor Group, L.L.C.

Warmer can help you find a great advisor at Kinnect Advisor Group, L.L.C. or one who fits your needs even better.

The firm provides discretionary portfolio management and integrated financial and retirement planning to individuals, high‑net‑worth clients, and small businesses, managing a modest book of client accounts. Its services also include periodic educational workshops offered at no additional charge and the use of third‑party subadvisors to implement chosen portfolio models. Investment approach emphasizes strategic and active asset allocation grounded in Modern Portfolio Theory, supported by fundamental analysis, long‑term investing, and risk‑management techniques. The firm follows a structured 12/4/2 client service model with regular quarterly contacts and semiannual in‑depth reviews, and it typically operates with discretionary trading authority for implemented strategies. What is distinctive for a solo independent adviser is that the principal is a licensed insurance agent and the firm may recommend annuities and other insurance products for which customary commissions may be received — an arrangement the brochure identifies as a potential conflict of interest. The firm also highlights client education as a core offering (no‑charge workshops) and notes the principal’s separate financial‑education social media activity; the brochure states these activities and related conflicts are disclosed and subject to supervisory review.

To learn more about the advisors currently working at Kinnect Advisor Group, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.