Plan Partners LLC

Plan Partners LLC (CRD# 167647) is a financial advisory firm headquartered in , . They manage $26,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/jonathan-broadbent-b97bb3238/
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $650,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Plan Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Broadbent, financial advisor Newbury OH
Jonathan R. Broadbent
CRD#: 4649531
Newbury, OH

Jonathan Broadbent (CRD# 4649531) is an Investment Advisor Representative working at Plan Partners LLC in Newbury, OH and has over 19 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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