Disera Financial Planning

Disera Financial Planning (CRD# 124335) is a financial advisory firm headquartered in , . They manage $5,438,437 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $57,247
Compensation Options
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

IL

Financial Advisors at Disera Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Denise S. Disera
CRD#: 1269925
Joliet, IL
93
Wealthminder
score

Denise Disera (CRD# 1269925) is an Investment Advisor Representative working at Disera Financial Planning in Joliet, IL and has over 23 years of experience in the finance industry.

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