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).

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
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.

KS

Financial Advisors at Plan
Showing 1 - 1 of 1 top financial advisors.
1
Mark A. Schneider
CRD#: 1275330
610 Nw Us Highway 24, Topeka, KS 66608
76
Wealthminder
score

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.

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