M & I Financial Planning Services

M & I Financial Planning Services (CRD# 124400) is a financial advisory firm headquartered in , . They manage $15,081,081 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $255,612
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at M & I Financial Planning Services
Showing 1 - 2 of 2 top financial advisors.
1
Marina Galeano, financial advisor Estero FL
Marina E. Galeano
CRD#: 2748833
Estero, FL

Marina Galeano (CRD# 2748833) is an Investment Advisor Representative working at M & I Financial Planning Services in Estero, FL and has over 27 years of experience in the finance industry.

2
Irwin Milch, financial advisor Mount Kisco NY
Irwin M. Milch
CRD#: 2685076
Mount Kisco, NY

Irwin Milch (CRD# 2685076) is an Investment Advisor Representative working at M & I Financial Planning Services in Mount Kisco, NY and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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