Comprehensive Wealth Planning, LLC

Comprehensive Wealth Planning, LLC (CRD# 328109) is a financial advisory firm headquartered in , . They manage $7,000,000 in 91 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/comprehensive-wealth-planning-llc
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $76,923
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Comprehensive Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Jenkins, financial advisor Shawnee KS
William N. Jenkins
CRD#: 5342253
Shawnee, KS

William Jenkins (CRD# 5342253) is an Investment Advisor Representative working at Comprehensive Wealth Planning, LLC in Shawnee, KS and has over 8 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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