Horizons Planning Corporation

Horizons Planning Corporation (CRD# 115179) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $25,854,962 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $161,594
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 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 9 years of experience in the finance industry.

2
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 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.
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