Coplanning Financial LLC
Coplanning Financial LLC (CRD# 315970) is a financial advisory firm headquartered in Overland Park, KS. They manage $2,352,632 in 32 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$73,520
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO
Financial Advisors at Coplanning Financial LLC
1
Jason S. Co
CRD#:
6290573
7300 West 110th Street, Commerce Plaza I, 7th Floor,
Overland Park,
KS
66210
Jason Co (CRD# 6290573) is an Investment Advisor Representative working at Coplanning Financial LLC in Overland Park, KS and has over 10 years of experience in the finance industry.
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