Diversified Planning Strategies Advisors LLC

Diversified Planning Strategies Advisors LLC (CRD# 321737) is a financial advisory firm headquartered in Roseland, NJ. They manage $71,466,281 in 475 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
101 Eisenhower Pkwy, Suite 108, Roseland, NJ 07068
https://www.youtube.com/channel/ucsaiewqvxlbybyu7grrfc9g
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    475
    ACCOUNTS
  • Average Account Value
    $150,455
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, TX

Financial Advisors at Diversified Planning Strategies Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Papa, financial advisor Roseland NJ
John P. Papa
CRD#: 1834731
101 Eisenhower Pkwy, Suite 108, Roseland, NJ 07068

John Papa (CRD# 1834731) is an Investment Advisor Representative working at Diversified Planning Strategies Advisors LLC in Roseland, NJ and has over 9 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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