Horizons Planning Corporation

Horizons Planning Corporation (CRD# 115179) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $29,679,047 in 184 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
250 W. Eisenhower, Suite 140, Ann Arbor, MI 48103
http://www.horizonsplanning.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $161,299
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Horizons Planning Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Michael Wiard, financial advisor Ann Arbor MI
Michael S. Wiard
CRD#: 5270589
250 W. Eisenhower, Suite 140, Ann Arbor, MI 48103
93
Wealthminder
score

Michael Wiard (CRD# 5270589) is an Investment Advisor Representative working at Horizons Planning Corporation in Ann Arbor, MI and has over 10 years of experience in the finance industry.

2
David Keosaian, financial advisor Ann Arbor MI
David J. Keosaian
CRD#: 2373085
250 W. Eisenhower, Suite 140, Ann Arbor, MI 48103
86
Wealthminder
score

David Keosaian (CRD# 2373085) is an Investment Advisor Representative working at Horizons Planning Corporation in Ann Arbor, MI and has over 24 years of experience in the finance industry.

3
Scott Wiard, financial advisor Ann Arbor MI
Scott E. Wiard
CRD#: 1509365
250 W. Eisenhower, Suite 140, Ann Arbor, MI 48103
70
Wealthminder
score
Scott Wiard (CRD# 1509365) is an Investment Advisor Representative working at Horizons Planning Corporation in Ann Arbor, MI and has over 30 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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