Financial Planning Services

Financial Planning Services (CRD# 117359) is a financial advisory firm headquartered in Bettendorf, IA. They manage $9,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $600,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

IA

Financial Advisors at Financial Planning Services
Showing 1 - 1 of 1 top financial advisors.
1
John H. Dunsheath
CRD#: 838971
1035 Lincoln Rd., Suite 304, Bettendorf, IA 52722
96
Wealthminder
score

John Dunsheath (CRD# 838971) is an Investment Advisor Representative working at Financial Planning Services in Bettendorf, IA and has over 34 years of experience in the finance industry.

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