Foundations Financial Planning, LLC

Foundations Financial Planning, LLC (CRD# 289944) is a financial advisory firm headquartered in Carthage, MO. They manage $15,665,138 in 119 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
231 E 4th St. Suite B, Carthage, MO 64836
https://www.stockoptionplanner.com/
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $131,640
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Foundations Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Zeiter, financial advisor Carthage MO
Michael Zeiter
CRD#: 6861655
Carthage, MO

Michael Zeiter (CRD# 6861655) is an Investment Advisor Representative working at Foundations Financial Planning, LLC in Carthage, MO and has 1 year 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals