Asset Planning Services Inc.

Asset Planning Services Inc. (CRD# 104715) is a financial advisory firm headquartered in Covington, LA. They manage $289,708,803 in 579 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
509 W. 21st Avenue, Covington, LA 70433
By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    579
    ACCOUNTS
  • Average Account Value
    $500,361
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Asset Planning Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Claude Duet, financial advisor Covington LA
Claude P. Duet
CRD#: 4332316
509 W. 21st Avenue, Covington, LA 70433

Claude Duet (CRD# 4332316) is an Investment Advisor Representative working at Asset Planning Services Inc. in Covington, LA and has over 8 years of experience in the finance industry.

2
Jillian Nelson, financial advisor Covington LA
Jillian C. Nelson
CRD#: 4428527
509 W. 21st Avenue, Covington, LA 70433

Jillian Nelson (CRD# 4428527) is an Investment Advisor Representative working at Asset Planning Services Inc. in Covington, LA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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