Complete Financial Planning,inc.

Complete Financial Planning,inc. (CRD# 124888) is a financial advisory firm headquartered in , . They manage $35,379,599 in 83 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.thecompletefinancialplan.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $426,260
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Complete Financial Planning,inc.
Showing 1 - 1 of 1 top financial advisors.
1
Keith Kolinsky, financial advisor New City NY
Keith J. Kolinsky
CRD#: 727215
New City, NY

Keith Kolinsky (CRD# 727215) is an Investment Advisor Representative working at Complete Financial Planning,inc. in New City, NY and has over 40 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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