Be advised. This firm is no longer registered.

Plan

Plan (CRD# 108588) is a financial advisory firm headquartered in Topeka, KS. They manage $58,176,931 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
610 Nw Us Highway 24, Topeka, KS 66608
http://www.planllc.org
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $868,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS

Financial Advisors at Plan
No Advisor Found.

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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