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 $69,110,397 in 112 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
311 E. Elm, O'fallon, MO 63366
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $617,057
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
  • Other
Types of Clients
Registered States
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 - 3 of 3 top financial advisors.
1
Theodore Esser, financial advisor O'fallon MO
Theodore B. Esser
CRD#: 6060341
311 E. Elm, O'fallon, MO 63366

Theodore Esser (CRD# 6060341) is an Investment Advisor Representative working at B & B Financial Planning Company, Inc. in O'fallon, MO and has over 11 years of experience in the finance industry.

2
Jason Haldiman, financial advisor O'fallon MO
Jason E. Haldiman
CRD#: 2631800
311 E. Elm, O'fallon, MO 63366

Jason Haldiman (CRD# 2631800) is an Investment Advisor Representative working at B & B Financial Planning Company, Inc. in O'fallon, MO and has over 28 years of experience in the finance industry.

3
Walter Obremski, financial advisor O'fallon MO
Walter J. Obremski
CRD#: 350307
311 E. Elm, O'fallon, MO 63366

Walter Obremski (CRD# 350307) is an Investment Advisor Representative working at B & B Financial Planning Company, Inc. in O'fallon, MO and has over 41 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals