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
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 Disera, financial advisor Joliet IL
Denise S. Disera
CRD#: 1269925
Joliet, IL

Denise Disera (CRD# 1269925) is an Investment Advisor Representative working at Disera Financial Planning in Joliet, IL and has over 31 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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