Mainstreet Financial Planning, Inc.

Mainstreet Financial Planning, Inc. (CRD# 123189) is a financial advisory firm headquartered in Burlingame, CA. They serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA, DC, MD, NY, VA

Financial Advisors at Mainstreet Financial Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James F. Ludwick
CRD#: 2365730
Odenton, MD
96
Wealthminder
score

James Ludwick (CRD# 2365730) is an Investment Advisor Representative working at Mainstreet Financial Planning, Inc. in Odenton, MD and has over 23 years of experience in the finance industry. James Ludwick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anna Sergunina
CRD#: 5730495
340 Lorton Avenue, Suite 215, Burlingame, CA 94010
95
Wealthminder
score

Anna Sergunina (CRD# 5730495) is an Investment Advisor Representative working at Mainstreet Financial Planning, Inc. in Burlingame, CA and has 1 year of experience in the finance industry. Anna Sergunina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Eric J. Jorgensen
CRD#: 6127678
2327 Sandy Walk Way, Odenton, MD 21113
93
Wealthminder
score

Eric Jorgensen (CRD# 6127678) is an Investment Advisor Representative working at Mainstreet Financial Planning, Inc. in Odenton, MD and has over 3 years of experience in the finance industry. Eric Jorgensen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.