Comprehensive Financial Planning Inc.

Comprehensive Financial Planning Inc. (CRD# 110937) is a financial advisory firm headquartered in East Petersburg, PA. They manage $314,918,625 in 493 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5995 Lemon Street, East Petersburg, PA 17520
https://www.linkedin.com
By the Numbers
  • Total Assets Under Management
    315
    MILLION
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $638,780
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NH, PA

Financial Advisors at Comprehensive Financial Planning Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Patrick Cloonan, financial advisor East Petersburg PA
Patrick J. Cloonan
CRD#: 2815853
5995 Lemon Street, East Petersburg, PA 17520

Patrick Cloonan (CRD# 2815853) is an Investment Advisor Representative working at the Comprehensive Companies in East Petersburg, PA and has over 19 years of experience in the finance industry. Patrick Cloonan 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Brooke Herr, financial advisor East Petersburg PA
Brooke W. Herr
CRD#: 727741
5995 Lemon Street, East Petersburg, PA 17520

Brooke Herr (CRD# 727741) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in East Petersburg, PA and has over 42 years of experience in the finance industry.

3
Wendel King, financial advisor East Petersburg PA
Wendel L. King
CRD#: 5088887
5995 Lemon Street, East Petersburg, PA 17520

Wendel King (CRD# 5088887) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in East Petersburg, PA and has over 18 years of experience in the finance industry.

4
Michael Kowalick, financial advisor East Petersburg PA
Michael V. Kowalick
CRD#: 4924820
5995 Lemon Street, East Petersburg, PA 17520

Michael Kowalick (CRD# 4924820) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in East Petersburg, PA and has over 18 years of experience in the finance industry.

5
Richard Walters, financial advisor East Petersburg PA
Richard J. Walters
CRD#: 864624
5995 Lemon Street, East Petersburg, PA 17520

Richard Walters (CRD# 864624) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in East Petersburg, PA and has over 30 years of experience in the finance industry.

6
Damon Heller, financial advisor East Petersburg PA
Damon P. Heller
CRD#: 4301583
5995 Lemon Street, East Petersburg, PA 17520

Damon Heller (CRD# 4301583) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in East Petersburg, PA and has over 22 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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