Personal Benefits Planning LLC

Personal Benefits Planning LLC (CRD# 172531) is a financial advisory firm headquartered in Phoenix, AZ. They manage $3,500,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2701 East Thomas Road, Suite A, Phoenix, AZ 85016
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $120,690
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Personal Benefits Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Kroeger, financial advisor Phoenix AZ
John H. Kroeger
CRD#: 2399809
2701 East Thomas Road, Suite A, Phoenix, AZ 85016

John Kroeger (CRD# 2399809) is an Investment Advisor Representative working at Personal Benefits Planning LLC in Phoenix, AZ and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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