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).
Current Firm Details
Lunsford Financial Planning, Inc.
By the Numbers
-
Total Assets Under Management35MILLION
-
Total Number of Accounts136ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Lunsford Financial Planning, Inc.
1
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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