Richard Planto, financial advisor San Antonio TX
96 score

Richard Planto

CRD Number: 1438102
Current Firm: Securian Financial Services, Inc.

Richard Planto (CRD# 1438102) is an Investment Advisor Representative working at Securian Financial Services, Inc. in San Antonio, TX and has over 30 years of experience in the finance industry.

Similar Advisors
David Alvarez, financial advisor San Antonio TX
David K. Alvarez
CRD# 4957825
Intercontinental Wealth Advisors, LLC
Score
103
Similar Advisors
Scott Hackett, CFP®, financial advisor San Antonio TX
Scott G. Hackett, CFP®
CRD# 2685472
Hackett Financial Group, LLC
Score
103
Similar Advisors
Ramiro Marmolejo, financial advisor San Antonio TX
Ramiro Marmolejo
CRD# 2834731
Wealth Watch Advisors, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Pr Stonehue Ltd San Antonio, TX Jan 2002 - Current 14
Pr, LLC San Antonio, TX Jan 2002 - Current 14
Jewish Community Center San Antonio, TX May 2001 - Current 15
Minnesota Life St Paul, MN May 1994 - Current 22
Planto Roe & Associates Inc. San Antonio, TX May 1994 - Current 22
Securian Financial Services, Inc. San Antonio, TX Apr 1994 - Current 22
Dgp Realty, LLC San Antonio, TX Jul 2002 - Dec 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Richard A. Planto
Phone Number: 651-665-5609
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.