KT
CFP
KT
CFP

Konnor Tranoris

8 Years of Experience
Mound, MN

Konnor Tranoris is a CFP-designated registered investment advisor at Wealth Den Financial, based in Mound, MN, with 8 years of industry experience. Konnor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 23 clients with $5.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
23 clients
Average Client Portfolio
$236K average
Assets Under Management
$5.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Konnor is an independent contractor at Varsity Tutors, dedicating about 10% of his time during trading hours to this activity.

Employment History
Current Registrations
Wealth Den Financial
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wealth Enhancement Advisory Services, LLC
March 2020 - May 2020 · 2 mos
Wealth Enhancement Brokerage Services, LLCBroker
March 2020 - May 2020 · 2 mos
LPL Financial LLCBroker
March 2020 - August 2020 · 5 mos
Advisors' Pride INC.
July 2018 - October 2019 · 1 yr 3 mos
LPL Financial LLCBroker
October 2017 - October 2019 · 2 yrs
Vanguard Marketing CorporationBroker
August 2016 - September 2017 · 1 yr 1 mo
State Registrations1 state
MN
Advisor

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.