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).
Total Assets Under Management58MILLION
Total Number of Accounts67ACCOUNTS
Average Account Value$868,312
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mark Schneider (CRD# 1275330) is an Investment Advisor Representative working at Plan in Topeka, KS and has over 32 years of experience in the finance industry. Mark Schneider has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.