Financial Design Group, LLC
Financial Design Group, LLC (CRD# 316103) is a financial advisory firm headquartered in La Vista, NE. They manage $96,563,559 in 526 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management97MILLION
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Total Number of Accounts526ACCOUNTS
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Average Account Value$183,581
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, NE, TX
Financial Advisors at Financial Design Group, LLC
1
Brian Farris (CRD# 2946903) is an Investment Advisor Representative working at Financial Design Group, LLC in La Vista, NE and has over 26 years of experience in the finance industry.
2
Christopher Farris (CRD# 6067648) is an Investment Advisor Representative working at Financial Design Group, LLC in La Vista, NE and has over 11 years of experience in the finance industry.
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