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  5. FINANCIAL ADVISORY NETWORK LLC

FINANCIAL ADVISORY NETWORK LLC

Company Details

Entity Name: FINANCIAL ADVISORY NETWORK LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 05 Jun 2006
Business ALEI: 0861996
Annual report due: 31 Mar 2025
NAICS code: 523999 - Miscellaneous Financial Investment Activities
Business address: 355 Riverside Ave, WESTPORT, CT, 06880, United States
Mailing address: 177 COMPO ROAD SOUTH, WESTPORT, CT, United States, 06880
ZIP code: 06880
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: beth@abramsonco.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FAN 401(K) RETIREMENT PLAN 2023 204948066 2024-05-13 FINANCIAL ADVISORY NETWORK, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2032222950
Plan sponsor’s address 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2024-05-13
Name of individual signing KENNETH C. HEISER
Valid signature Filed with authorized/valid electronic signature
FAN PENSION PLAN 2023 204948066 2024-05-13 FINANCIAL ADVISORY NETWORK, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2032222950
Plan sponsor’s address 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2024-05-13
Name of individual signing KENNETH C. HEISER
Valid signature Filed with authorized/valid electronic signature
FAN 401(K) RETIREMENT PLAN 2022 204948066 2023-08-30 FINANCIAL ADVISORY NETWORK, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Plan sponsor’s address 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880
FAN PENSION PLAN 2022 204948066 2023-07-19 FINANCIAL ADVISORY NETWORK, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2032222950
Plan sponsor’s address 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880
FAN 401(K) RETIREMENT PLAN 2021 204948066 2022-07-29 FINANCIAL ADVISORY NETWORK, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2032222950
Plan sponsor’s address 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2022-07-29
Name of individual signing KENNETH C. HEISER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-29
Name of individual signing KENNETH C. HEISER
Valid signature Filed with authorized/valid electronic signature
FAN PENSION PLAN 2021 204948066 2022-10-17 FINANCIAL ADVISORY NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2032222950
Plan sponsor’s address 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2022-10-17
Name of individual signing KENNETH C. HEISER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-17
Name of individual signing KENNETH C. HEISER, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
FAN PENSION PLAN 2020 204948066 2021-10-13 FINANCIAL ADVISORY NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2032222950
Plan sponsor’s address 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing KENNETH C. HEISER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-13
Name of individual signing KENNETH C. HEISER, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
FAN 401(K) RETIREMENT PLAN 2020 204948066 2021-07-29 FINANCIAL ADVISORY NETWORK, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2032222950
Plan sponsor’s address 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2021-07-29
Name of individual signing KENNETH C. HEISER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-29
Name of individual signing KENNETH C. HEISER
Valid signature Filed with authorized/valid electronic signature
FAN PENSION PLAN 2019 204948066 2020-10-12 FINANCIAL ADVISORY NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2032222950
Plan sponsor’s address 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing KENNETH C. HEISER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-12
Name of individual signing KENNETH C. HEISER, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
FAN 401(K) RETIREMENT PLAN 2019 204948066 2020-10-10 FINANCIAL ADVISORY NETWORK, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2032222950
Plan sponsor’s address 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2020-10-10
Name of individual signing KENNETH C. HEISER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-10
Name of individual signing KENNETH C. HEISER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
KENNETH HEISER Agent 355 Riverside Ave, Ste 101, WESTPORT, CT, 06880, United States 177 COMPO ROAD SOUTH, WESTPORT, CT, 06880, United States +1 203-952-4255 beth@abramsonco.com 177 COMPO ROAD SOUTH, WESTPORT, CT, 06880, United States

Officer

Name Role Business address Phone E-Mail Residence address
KENNETH HEISER Officer 177 COMPO ROAD SOUTH, WESTPORT, CT, 06880, United States +1 203-952-4255 beth@abramsonco.com 177 COMPO ROAD SOUTH, WESTPORT, CT, 06880, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012102606 2024-01-22 No data Annual Report Annual Report No data
BF-0011413082 2023-01-18 No data Annual Report Annual Report No data
BF-0010295259 2022-04-06 No data Annual Report Annual Report 2022
0007118907 2021-02-03 No data Annual Report Annual Report 2021
0006842195 2020-03-19 No data Annual Report Annual Report 2019
0006842201 2020-03-19 No data Annual Report Annual Report 2020
0006020734 2018-01-22 No data Annual Report Annual Report 2018
0005857407 2017-06-06 No data Annual Report Annual Report 2017
0005857363 2017-06-06 No data Annual Report Annual Report 2015
0005857391 2017-06-06 No data Annual Report Annual Report 2016

Related by officers

No related officers

Related by address

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Date of last update: 13 Jan 2025

Sources: Connecticut's Official State Website

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