Concurrent Financial Planning, LLC

Concurrent Financial Planning, LLC (CRD# 293564) is a financial advisory firm headquartered in Green Bay, WI. They manage $400,001 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
101 South Military Ave, Suite 255, Green Bay, WI 54303
https://www.instagram.com/drprestoncherry/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $200,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Concurrent Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Preston Cherry, financial advisor Green Bay WI
Preston D. Cherry
CRD#: 2926829
101 South Military Ave, Suite 255, Green Bay, WI 54303

Preston Cherry (CRD# 2926829) is an Investment Advisor Representative working at Concurrent Financial Planning, LLC in Green Bay, WI and has over 19 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals