Peace Of Mind Financial Planning, Inc.
Peace Of Mind Financial Planning, Inc. (CRD# 289067) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $115,313,714 in 417 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Peace Of Mind Financial Planning, Inc.
By the Numbers
-
Total Assets Under Management115MILLION
-
Total Number of Accounts417ACCOUNTS
-
Average Account Value$276,532
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Peace Of Mind Financial Planning, Inc.
1
Linda Leitz (CRD# 2311643) is an Investment Advisor Representative working at Peace Of Mind Financial Planning, Inc. in Colorado Springs, CO and has over 31 years of experience in the finance industry.
2
Danielle R. Parris-Exline
CRD#:
7285794
7222 Commerce Center Drive, Suite 175,
Colorado Springs,
CO
80919
Danielle Parris-Exline (CRD# 7285794) is an Investment Advisor Representative working at Peace Of Mind Financial Planning, Inc. in Colorado Springs, CO and has over 3 years of experience in the finance industry.
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