Fyooz Financial Planning

Fyooz Financial Planning (CRD# 304113) is a financial advisory firm headquartered in Minneapolis, MN. They manage $28,738,923 in 230 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
121 Washington Ave. N, 2nd Floor, Minneapolis, MN 55401
https://www.facebook.com/fyoozfp/
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $124,952
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MN, NY, OR

Financial Advisors at Fyooz Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Slagle, financial advisor Minneapolis MN
Daniel R. Slagle
CRD#: 5807399
121 Washington Ave. N, 2nd Floor, Minneapolis, MN 55401

Daniel Slagle (CRD# 5807399) is an Investment Advisor Representative working at Fyooz Financial Planning in Minneapolis, MN and has over 10 years of experience in the finance industry.

2
Natalie Slagle, financial advisor Minneapolis MN
Natalie J. Slagle
CRD#: 6171719
121 Washington Ave. N, 2nd Floor, Minneapolis, MN 55401

Natalie Slagle (CRD# 6171719) is an Investment Advisor Representative working at Fyooz Financial Planning in Minneapolis, MN and has over 9 years of experience in the finance industry.

3
Jessica Serrano, financial advisor Castaic CA
Jessica Serrano
CRD#: 7797192
Castaic, CA

Jessica Serrano (CRD# 7797192) is an Investment Advisor Representative working at Fyooz Financial Planning in Castaic, CA 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.

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