Planned Professional Advisory
Planned Professional Advisory (CRD# 116152) is a financial advisory firm headquartered in Wichita, KS. They manage $47,900,000 in 94 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Planned Professional Advisory
By the Numbers
-
Total Assets Under Management48MILLION
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$509,574
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, TX
Financial Advisors at Planned Professional Advisory
No Advisor Found.
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