Wtf Planning

Wtf Planning (CRD# 281522) is a financial advisory firm headquartered in , . They manage $3,174,700 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.wtfplanning.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $126,988
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Wtf Planning
Showing 1 - 1 of 1 top financial advisors.
1
Melanie Boekee, financial advisor Portland OR
Melanie L. Boekee
CRD#: 6574599
Portland, OR

Melanie Boekee (CRD# 6574599) is an Investment Advisor Representative working at Wtf Planning in Portland, OR and has over 8 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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