Financial Planning Strategies(dba)

Financial Planning Strategies(dba) (CRD# 116228) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $31,547,913 in 260 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $121,338
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
  • Other
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.

CO, TX

Financial Advisors at Financial Planning Strategies(dba)
Showing 1 - 1 of 1 top financial advisors.
1
Don C. Leander
CRD#: 1031780
6645 Delmonico, Ste. 101, Colorado Springs, CO 80919
96
Wealthminder
score

Don Leander (CRD# 1031780) is an Investment Advisor Representative working at Financial Planning Strategies(dba) in Colorado Springs, CO and has over 34 years of experience in the finance industry. Don Leander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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