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).
Total Assets Under Management27MILLION
Total Number of Accounts344ACCOUNTS
Average Account Value$79,215
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Walter Willms (CRD# 1880148) is an Investment Advisor Representative working at Comprehensive Financial Planning Services Corp. in , and has over 29 years of experience in the finance industry.