Planit Financial LLC

Planit Financial LLC (CRD# 293533) is a financial advisory firm headquartered in , . They manage $17,030,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://linkedin.com/in/keith-mayfield-planit-401k
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $1,064,375
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Planit Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Keith Mayfield, financial advisor Wenatchee WA
Keith E. Mayfield
CRD#: 2517689
Wenatchee, WA

Keith Mayfield (CRD# 2517689) is an Investment Advisor Representative working at Planit Financial LLC in Wenatchee, WA and has over 20 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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals