B & B Financial Planning Company, Inc.

B & B Financial Planning Company, Inc. (CRD# 111628) is a financial advisory firm headquartered in O'Fallon, MO. They manage $47,000,000 in 120 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $391,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Other
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.

IL, MO

Financial Advisors at B & B Financial Planning Company, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jason E. Haldiman
CRD#: 2631800
311 E. Elm, O'Fallon, MO 63366
93
Wealthminder
score

Jason Haldiman (CRD# 2631800) is an Investment Advisor Representative working at B & B Financial Planning Company, Inc. in O'Fallon, MO and has over 21 years of experience in the finance industry.

2
Walter J. Obremski
CRD#: 350307
311 E. Elm, O'Fallon, MO 63366
76
Wealthminder
score

Walter Obremski (CRD# 350307) is an Investment Advisor Representative working at B & B Financial Planning Company, Inc. in O'Fallon, MO and has over 34 years of experience in the finance industry. Walter Obremski 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.

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