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).
-
Total Assets Under Management202MILLION
-
Total Number of Accounts104ACCOUNTS
-
Average Account Value$1,942,109
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Pension consulting services

CA, CO, LA, MN, TX
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.
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.
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.
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.