PZ
PZ

Peter Zaknich

39 Years of Experience
Merchantville, NJ
2 DisclosuresBrokerSells Insurance

Peter Zaknich is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Merchantville, NJ, with 39 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.

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Location

Merchantville, NJ

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History

Regulatory History (2)
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Judgment / Lien
July 2014
Judgment / Lien
May 2010
Other Business ActivitiesSells Insurance

Peter is the proprietor/owner of an insurance brokerage since 1986, selling and servicing life, accident, health/DI/LTC, and annuity accounts for multiple insurance carriers. This takes about 10-20% of Peter's time.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
July 2002 - Present · 23 yrs 10 mos
Hornor, Townsend & Kent, LLCBroker
September 1995 - Present · 30 yrs 8 mos
Previous Registrations
Pruco Securities CorporationBroker
July 1986 - July 1995 · 9 yrs
State Registrations9 states
CADEFLMDNCNJNYPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Peter Zaknich - Financial Advisor | TrueAdvisor