Lunsford Financial Planning, Inc.

Lunsford Financial Planning, Inc. (CRD# 128687) is a financial advisory firm headquartered in Louisville, CO. They manage $35,363,907 in 136 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $260,029
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Lunsford Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael S. Lunsford
CRD#: 4715244
Lafayette, CO

Michael Lunsford (CRD# 4715244) is an Investment Advisor Representative working at Lunsford Financial Planning, Inc. in Lafayette, CO and has over 20 years of experience in the finance industry.

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