Custom Wealth Planners

Custom Wealth Planners (CRD# 326415) is a financial advisory firm headquartered in Ankeny, IA. They manage $22,313,956 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1680 Sw Ankeny Road, Suite 1a Unit #6, Ankeny, IA 50023
http://www.customwealthplanners.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $338,090
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Custom Wealth Planners
Showing 1 - 2 of 2 top financial advisors.
1
Travis Allen, financial advisor Ankeny IA
Travis F. Allen
CRD#: 6637692
1680 Sw Ankeny Road, Suite 1a Unit #6, Ankeny, IA 50023

Travis Allen (CRD# 6637692) is an Investment Advisor Representative working at Custom Wealth Planners in Ankeny, IA and has over 7 years of experience in the finance industry.

2
Clay Budach, financial advisor Ankeny IA
Clay Budach
CRD#: 6947070
1680 Sw Ankeny Road, Suite 1a Unit #6, Ankeny, IA 50023

Clay Budach (CRD# 6947070) is an Investment Advisor Representative working at Custom Wealth Planners in Ankeny, IA and has over 3 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