Jana Plaisier (CRD# 1590785) is an Investment Advisor Representative working at Plaisier Financial Group LLC in Ludington, MI and has over 37 years of experience in the finance industry.
CRD# 5592683
Edward Jones
CRD# 2956596
Huntington Financial Advisors
CRD# 2279908
Independent Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plaiser Ventures LLC | Byron Center, MI | Jan 2010 - Current | 14 |
| Plg Insurance LLC | Byron Center, MI | May 2005 - Current | 18 |
| Plaisier Financial Group LLC | Byron Center, MI | Jul 2002 - Current | 21 |
| Professional Services (self) | Byron Center, MI | Jan 1979 - Current | 45 |
| Comprehensive Asset Management & Servicing, Inc. | Parsippany, NJ | Aug 2002 - Jun 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
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Total Assets Under Management9MILLIONS
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Total Number of Accounts97ACCOUNTS
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Average Account Value$89,691
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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