Personal Financial Designs, Inc.
Personal Financial Designs, Inc. (CRD# 117057) is a financial advisory firm headquartered in , . They manage $19,329,435 in 46 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts46ACCOUNTS
Average Account Value$420,205
- 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
- Pension consulting services
Wayne Henry (CRD# 2839058) is an Investment Advisor Representative working at Personal Financial Designs, Inc. in Holden, MO and has over 19 years of experience in the finance industry. Wayne Henry 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.