Iplan

Iplan (CRD# 294929) is a financial advisory firm headquartered in Winter Haven, FL. They manage $25,744,319 in 104 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2514 Partridge Dr., Winter Haven, FL 33884
https://iplan4wealth.com/
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $247,542
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD

Financial Advisors at Iplan
Showing 1 - 1 of 1 top financial advisors.
1
Bryan Beamer, financial advisor Winter Haven FL
Bryan C. Beamer
CRD#: 4756995
2514 Partridge Dr., Winter Haven, FL 33884

Bryan Beamer (CRD# 4756995) is an Investment Advisor Representative working at Iplan in Winter Haven, FL and has over 15 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.

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