Planned Professional Advisory
Planned Professional Advisory (CRD# 116152) is a financial advisory firm headquartered in Wichita, KS. They manage $42,400,000 in 456 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts456ACCOUNTS
Average Account Value$92,982
- 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
- Pension consulting services
Kristy Berger (CRD# 2968846) is an Investment Advisor Representative working at Planned Professional Advisory in Wichita, KS and has over 8 years of experience in the finance industry.
Glen Mishler (CRD# 336714) is an Investment Advisor Representative working at Planned Professional Advisory in , and has over 32 years of experience in the finance industry.