Planned Financial Services

Planned Financial Services (CRD# 112879) is a financial advisory firm headquartered in Cleveland, OH. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
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.


Financial Advisors at Planned Financial Services
Showing 1 - 1 of 1 top financial advisors.
Walter E. Moore
CRD#: 2703710
7000 Fitzwater Road, Suite 300, Cleveland, OH 44141

Walter Moore (CRD# 2703710) is an Investment Advisor Representative working at Planned Financial Services in Cleveland, OH and has over 20 years of experience in the finance industry. Walter Moore 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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