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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $132,072
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

NY

Financial Advisors at M & I Financial Planning Services
No Advisor Found.
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