A To Z Financial Planning LLC

A To Z Financial Planning LLC (CRD# 146960) is a financial advisory firm headquartered in Oak Creek, WI. They manage $27,995,044 in 436 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $64,209
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at A To Z Financial Planning LLC
Showing 1 - 4 of 4 top financial advisors.
1
Beth C. Schumacher
CRD#: 4264189
7071 South 13th St, Ste 104, Oak Creek, WI 53154
96
Wealthminder
score

Beth Schumacher (CRD# 4264189) is an Investment Advisor Representative working at A To Z Financial Planning LLC in Oak Creek, WI and has over 16 years of experience in the finance industry. Beth Schumacher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel D. Sager
CRD#: 5632104
7071 S. 13th Street, Suite 104, Oak Creek, WI 53154
93
Wealthminder
score

Daniel Sager (CRD# 5632104) is an Investment Advisor Representative working at A To Z Financial Planning LLC in Oak Creek, WI and has over 7 years of experience in the finance industry.

3
Elizabeth F. Stamatakos
CRD#: 6450777
7071 S. 13th Street, Suite 104, Oak Creek, WI 53154
88
Wealthminder
score

Elizabeth Stamatakos (CRD# 6450777) is an Investment Advisor Representative working at A To Z Financial Planning LLC in Oak Creek, WI and has 1 year of experience in the finance industry.

4
Laurie R. Aleksandrowicz
CRD#: 4243346
7071 S. 13th Street, Suite 104, Oak Creek, WI 53154
83
Wealthminder
score

Laurie Aleksandrowicz (CRD# 4243346) is an Investment Advisor Representative working at A To Z Financial Planning LLC in Oak Creek, WI and has over 16 years of experience in the finance industry.

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