Horizons Planning Corporation

Horizons Planning Corporation (CRD# 115179) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $65,566,267 in 420 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
250 W. Eisenhower Pkwy., Suite 140, Ann Arbor, MI 48103
http://linkedin.com - michael wiard
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $156,110
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Horizons Planning Corporation
Showing 1 - 4 of 4 top financial advisors.
1
David Keosaian, financial advisor Ann Arbor MI
David J. Keosaian
CRD#: 2373085
250 W. Eisenhower Pkwy., Suite 140, Ann Arbor, MI 48103

David Keosaian (CRD# 2373085) 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.

2
Michael Wiard, financial advisor Ann Arbor MI
Michael S. Wiard
CRD#: 5270589
250 W. Eisenhower Pkwy., Suite 140, Ann Arbor, MI 48103

Michael Wiard (CRD# 5270589) is an Investment Advisor Representative working at Horizons Planning Corporation in Ann Arbor, MI and has over 16 years of experience in the finance industry.

3
Scott Wiard, financial advisor Ann Arbor MI
Scott E. Wiard
CRD#: 1509365
250 W. Eisenhower Pkwy., Suite 140, Ann Arbor, MI 48103
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.
4
Mark Adams, financial advisor Ann Arbor MI
Mark P. Adams
CRD#: 7563000
250 W. Eisenhower Pkwy., Suite 140, Ann Arbor, MI 48103

Mark Adams (CRD# 7563000) is an Investment Advisor Representative working at Horizons Planning Corporation in Ann Arbor, MI 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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