Kane Financial - Investment Advisers

About Kane Financial

Kane Financial, LLC is an investment adviser headquartered in Waterville, New York. The firm was established in 2017 as a registered investment adviser with the state of New York and became registered with the U.S. Securities and Exchange Commission in 2021. It operates on a fee-only basis and is held to a fiduciary standard, which requires it to put clients' best interests first. Its regulatory assets under management are reported at $75.17 million, and the firm has four employees. Clinton Kane leads the practice and began his career in financial planning in 2005, later working as a licensed financial planner, portfolio manager, and retirement plan advisor. Renee Jarosz serves as chief operating officer and oversees account openings and client transfers. Danielle joined in 2025 as an investment adviser representative and investment analyst after earning her Series 65 certification, and Kristi handles scheduling, billing, and compliance support. The firm lists giving back to its local community as a core value. Kane Financial appears in the Directory of US Investment Advisers and in the list of Investment Advisers in New York. --- Note: Only two link slots were provided, so the text includes two links instead of the requested three to five.

Key Facts

Assets Under Management

$75.17M

Employees

4

SEC File Number

801-122385