Complete Financial Planning,inc.

Complete Financial Planning,inc. (CRD# 124888) is a financial advisory firm headquartered in , . They manage $27,175,880 in 82 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $331,413
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
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.

NY, TX

Financial Advisors at Complete Financial Planning,inc.
Showing 1 - 1 of 1 top financial advisors.
1
Keith J. Kolinsky
CRD#: 727215
New City, NY
96
Wealthminder
score

Keith Kolinsky (CRD# 727215) is an Investment Advisor Representative working at Complete Financial Planning,inc. in New City, NY and has over 34 years of experience in the finance industry. Keith Kolinsky 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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