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
M & I Financial Planning Services
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts59ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at M & I Financial Planning Services
1
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 (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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.