Financial Planning Unlimited

Financial Planning Unlimited (CRD# 119649) is a financial advisory firm headquartered in , . They manage $7,000,000 in 115 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $60,870
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

NV

Financial Advisors at Financial Planning Unlimited
Showing 1 - 1 of 1 top financial advisors.
1
Patrick P. Valenty
CRD#: 2561691
Las Vegas, NV
96
Wealthminder
score

Patrick Valenty (CRD# 2561691) is an Investment Advisor Representative working at Financial Planning Unlimited in Las Vegas, NV and has over 21 years of experience in the finance industry. Patrick Valenty 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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