Comprehensive Financial Planning Services Corp.

Comprehensive Financial Planning Services Corp. (CRD# 122537) is a financial advisory firm headquartered in Zionsville, IN. They manage $27,250,000 in 344 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $79,215
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
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.

IN

Financial Advisors at Comprehensive Financial Planning Services Corp.
Showing 1 - 3 of 3 top financial advisors.
1
Brent L. Emerick
CRD#: 1021905
4520 Northwestern Dr, Zionsville, IN 46077
93
Wealthminder
score

Brent Emerick (CRD# 1021905) is an Investment Advisor Representative working at Comprehensive Financial Planning Services Corp. in Zionsville, IN and has over 31 years of experience in the finance industry.

2
Ivy M. Emerick
CRD#: 1315322
4520 Northwestern Dr, Zionsville, IN 46077
93
Wealthminder
score

Ivy Emerick (CRD# 1315322) is an Investment Advisor Representative working at Comprehensive Financial Planning Services Corp. in Zionsville, IN and has over 32 years of experience in the finance industry.

3
Walter R. Willms
CRD#: 1880148
4520 Northwestern Dr, Zionsville, IN 46077
93
Wealthminder
score

Walter Willms (CRD# 1880148) is an Investment Advisor Representative working at Comprehensive Financial Planning Services Corp. in Zionsville, IN and has over 28 years of experience in the finance industry.

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