Financial Planning Strategies, LLC

Financial Planning Strategies, LLC (CRD# 116228) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $66,687,915 in 124 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6645 Delmonico Blvd, Suite 101, Colorado Springs, CO 80919
http://www.donleander.com
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $537,806
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.

CO, TX

Financial Advisors at Financial Planning Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Don Leander, financial advisor Colorado Springs CO
Don C. Leander
CRD#: 1031780
6645 Delmonico, Ste. 101, Colorado Springs, CO 80919

Don Leander (CRD# 1031780) is an Investment Advisor Representative working at Financial Planning Strategies, LLC in Colorado Springs, CO and has over 41 years of experience in the finance industry.

2
Chad Tipps, financial advisor Colorado Springs CO
Chad M. Tipps
CRD#: 7040444
6645 Delmonico Blvd, Suite 101, Colorado Springs, CO 80919

Chad Tipps (CRD# 7040444) is an Investment Advisor Representative working at Financial Planning Strategies, LLC in Colorado Springs, CO and has over 4 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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