Investment Planning Services, LLC

Investment Planning Services, LLC (CRD# 110523) is a financial advisory firm headquartered in Edgerton, WI. They manage $2,754,436 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $28,994
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

WI

Financial Advisors at Investment Planning Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott W. Cramer
CRD#: 4641712
103 W. Fulton St., Edgerton, WI 53534
93
Wealthminder
score

Scott Cramer (CRD# 4641712) is an Investment Advisor Representative working at Investment Planning Services, LLC in Edgerton, WI and has over 13 years of experience in the finance industry.

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