Co Planning Group LLC

Co Planning Group 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
7300 West 110th Street, Commerce Plaza I, 7th Floor, Overland Park, KS 66210
https://www.linkedin.com/in/jasonsyco/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Co Planning Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Co, financial advisor Overland Park KS
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 Co Planning Group LLC in Overland Park, KS and has over 10 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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