Financial Planning

Financial Planning (CRD# 112450) is a financial advisory firm headquartered in , . They manage $7,562,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://moneycoachbill.org
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,080,286
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
William Stanley, financial advisor Colorado Springs CO
William R. Stanley
CRD#: 4412886
Colorado Springs, CO

William Stanley (CRD# 4412886) is an Investment Advisor Representative working at Financial Planning in Colorado Springs, CO and has over 23 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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