Advisor at Kanten Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kanten Financial Services
Location
Virginia Beach, VA
Credentials
Series 65
Industry experience
11 years
Dale Kanten is the sole advisor at Kanten Financial Services in Virginia Beach, VA, holding a Series 65 designation with 11 years of industry experience. He has been with Kanten Financial Services since 1989, overseeing both investment advisory and tax preparation services. Kanten Financial Services serves individual investors, small businesses, and charitable organizations by combining investment advisory and financial planning with tax and accounting services. The firm emphasizes asset allocation and active portfolio management using fundamental analysis within an Efficient Market Theory framework, integrating tax and accounting work alongside its investment practice.
Based on Kanten Financial Services
$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.75% annually $1,000,000+: 0.50% annually
$75 per hour for Financial Planning Services (waived if client uses Investment Advisory service)
Minimum fee: $50 annually minimum fee on asset management
Virginia Beach, VA
Virginia
Kanten Financial Services
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Planning Within Reach, LLC
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Stages Planning Group, LLC
Series 65
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B. Water Investments
CFA®
Virginia Beach, VA
Stag Rock LLC
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