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).
-
Total Assets Under Management29MILLION
-
Total Number of Accounts230ACCOUNTS
-
Average Account Value$124,952
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, MN, NY, OR
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.
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.
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.