Plan Strategies Inc.

Plan Strategies Inc. (CRD# 110048) is a financial advisory firm headquartered in Denver, CO. They manage $201,979,382 in 104 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1675 Broadway, Suite 500, Denver, CO 80202
http://www.planstrategies.com/
By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $1,942,109
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, LA, MN, TX

Financial Advisors at Plan Strategies Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Brice Williams, financial advisor Denver CO
Brice J. Williams
CRD#: 2663962
717 17th Street, Suite 2100, Denver, CO 80202
96
Wealthminder
score

Brice Williams (CRD# 2663962) is an Investment Advisor Representative working at Plan Strategies Inc. in Denver, CO and has over 10 years of experience in the finance industry.

2
Jerrod Weiss, financial advisor Denver CO
Jerrod A. Weiss
CRD#: 5350053
1675 Broadway, Suite 500, Denver, CO 80202
93
Wealthminder
score

Jerrod Weiss (CRD# 5350053) is an Investment Advisor Representative working at Plan Strategies Inc. in Denver, CO and has over 10 years of experience in the finance industry.

3
Matthew Annalora, financial advisor Denver CO
Matthew A. Annalora
CRD#: 2157226
1675 Broadway, Suite 500, Denver, CO 80202
81
Wealthminder
score

Matthew Annalora (CRD# 2157226) is an Investment Advisor Representative working at Plan Strategies Inc. in Denver, CO and has over 26 years of experience in the finance industry.

4
Matthew Padera, financial advisor Denver CO
Matthew G. Padera
CRD#: 6523667
1675 Broadway, Suite 500, Denver, CO 80202
68
Wealthminder
score

Matthew Padera (CRD# 6523667) is an Investment Advisor Representative working at Plan Strategies Inc. in Denver, CO and has over 2 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.

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