Personal Benefits Planning LLC
Personal Benefits Planning LLC (CRD# 172531) is a financial advisory firm headquartered in Phoenix, AZ. They manage $4,000,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$137,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
John Kroeger (CRD# 2399809) is an Investment Advisor Representative working at Personal Benefits Planning LLC in Phoenix, AZ and has over 23 years of experience in the finance industry. John Kroeger 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.