Perk Planning
Perk Planning (CRD# 166369) is a financial advisory firm headquartered in Madison, WI. They serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
TX, WI
Lisa Andrews (CRD# 3038887) is an hourly financial planner and owner of Perk Planning in Madison, WI and has over 15 years of experience in the finance industry. Lisa Andrews 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Zachary Hidden (CRD# 6742600) is an Investment Advisor Representative working at Perk Planning in Chicago, IL and has over 7 years of experience in the finance industry.
Emma Crawford (CRD# 7787414) is an Investment Advisor Representative working at Perk Planning in Madison, WI and has 1 year of experience in the finance industry.