M & I Financial Planning Services
M & I Financial Planning Services (CRD# 124400) is a financial advisory firm headquartered in , . They manage $9,800,019 in 66 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts66ACCOUNTS
Average Account Value$148,485
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses