Pharmd Financial Planning LLC

Pharmd Financial Planning LLC (CRD# 311179) is a financial advisory firm headquartered in , . They manage $12,243,859 in 77 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.pharmdfp.com/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $159,011
Compensation Options
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Pharmd Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Derek Delaney, financial advisor Owatonna MN
Derek J. Delaney
CRD#: 6213474
Owatonna, MN

Derek Delaney (CRD# 6213474) is an Investment Advisor Representative working at Pharmd Financial Planning LLC in Owatonna, MN and has over 10 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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