Efficient Planning Solutions LLC

Efficient Planning Solutions LLC (CRD# 311458) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/eli-krohner/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, NJ

Financial Advisors at Efficient Planning Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
1
Elisha Krohner, financial advisor Oak Park MI
Elisha E. Krohner
CRD#: 7307794
Oak Park, MI

Elisha Krohner (CRD# 7307794) is an Investment Advisor Representative working at Efficient Planning Solutions LLC in Oak Park, MI and has over 5 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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