Financial Planning Strategies(dba)
Financial Planning Strategies(dba) (CRD# 116228) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $34,879,041 in 251 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts251ACCOUNTS
Average Account Value$138,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Don Leander (CRD# 1031780) is an Investment Advisor Representative working at Financial Planning Strategies(dba) in Colorado Springs, CO and has over 35 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.