M & I Financial Planning Services
M & I Financial Planning Services (CRD# 124400) is a financial advisory firm headquartered in , . They manage $8,188,448 in 62 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts62ACCOUNTS
Average Account Value$132,072
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses