Personal Legacy Planners

Personal Legacy Planners (CRD# 153996) is a financial advisory firm headquartered in Grand Rapids, MI. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
961 Four Mile Road Nw, Suite B, Grand Rapids, MI 49544
http://www.plpadvisors.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Personal Legacy Planners
Showing 1 - 2 of 2 top financial advisors.
1
Frederick Gearhart, financial advisor Grand Rapids MI
Frederick W. Gearhart
CRD#: 3147196
961 Four Mile Road Nw, Suite B, Grand Rapids, MI 49544

Frederick Gearhart (CRD# 3147196) is an Investment Advisor Representative working at Personal Legacy Planners in Grand Rapids, MI and has over 25 years of experience in the finance industry.

2
Dennis Tubbergen, financial advisor Grand Rapids MI
Dennis C. Tubbergen
CRD#: 2505625
961 Four Mile Road Nw, Suite B, Grand Rapids, MI 49544

Dennis Tubbergen (CRD# 2505625) is an Investment Advisor Representative working at Personal Legacy Planners in Grand Rapids, MI and has over 29 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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