Learnvest Planning Services, LLC

Learnvest Planning Services, LLC (CRD# 162453) is a financial advisory firm headquartered in New York, NY. They serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Learnvest Planning Services, LLC
Showing 1 - 10 of 64 top financial advisors.
1
Joshua M. Bowker
CRD#: 5855761
1375 N Scottsdale Rd, Suite 310, Scottsdale, AZ 85257
96
Wealthminder
score

Joshua Bowker (CRD# 5855761) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in Scottsdale, AZ and has over 7 years of experience in the finance industry. Joshua Bowker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Beau D'agostino
CRD#: 5841064
1375 North Scottsdale Road, Suite 310, Scottsdale, AZ 85257
96
Wealthminder
score

Beau D'agostino (CRD# 5841064) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry. Beau D'agostino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Dominick L. Deangelis
CRD#: 5772355
1375. N. Scottsdale Road, Suite 310, Scottsdale, AZ 85257
96
Wealthminder
score

Dominick Deangelis (CRD# 5772355) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry. Dominick Deangelis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brandie Farnam
CRD#: 5304275
41 E. 11th Street, 2nd Floor, New York, NY 10003
96
Wealthminder
score

Brandie Farnam (CRD# 5304275) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in New York, NY and has over 10 years of experience in the finance industry. Brandie Farnam has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Thomas R. Gilmour
CRD#: 5040809
41 E. 11th Street, 2nd Floor, New York, NY 10003
96
Wealthminder
score

Thomas Gilmour (CRD# 5040809) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in New York, NY and has over 12 years of experience in the finance industry. Thomas Gilmour has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Matthew J. Graffagnino
CRD#: 5750456
64 East Broadway, Suite 225, Tempe, AZ 85282
96
Wealthminder
score

Matthew Graffagnino (CRD# 5750456) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in Tempe, AZ and has over 7 years of experience in the finance industry. Matthew Graffagnino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Michael C. Heller
CRD#: 4757418
1375 N. Scottsdale Rd., Suite 370, Scottsdale, AZ 85257
96
Wealthminder
score

Michael Heller (CRD# 4757418) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in Scottsdale, AZ and has over 13 years of experience in the finance industry. Michael Heller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jeffery S. Jablonski
CRD#: 2371566
Phoenix, AZ
96
Wealthminder
score

Jeffery Jablonski (CRD# 2371566) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in Phoenix, AZ and has over 24 years of experience in the finance industry. Jeffery Jablonski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Philip E. Johnson
CRD#: 5086719
41 E. 11th Street, 2nd Floor, New York, NY 10003
96
Wealthminder
score

Philip Johnson (CRD# 5086719) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in New York, NY and has over 8 years of experience in the finance industry. Philip Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Stephany M. Kirkpatrick
CRD#: 4694698
Los Angeles, CA
96
Wealthminder
score

Stephany Kirkpatrick (CRD# 4694698) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in Los Angeles, CA and has over 13 years of experience in the finance industry. Stephany Kirkpatrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.