Planned Professional Advisory

Planned Professional Advisory (CRD# 116152) is a financial advisory firm headquartered in Wichita, KS. They manage $30,800,000 in 74 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $416,216
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
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, TX

Financial Advisors at Planned Professional Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Kristy L. Berger
CRD#: 2968846
8100 E 22nd St, Suite 100-8, Wichita, KS 67226
93
Wealthminder
score

Kristy Berger (CRD# 2968846) is an Investment Advisor Representative working at Planned Professional Advisory in Wichita, KS and has over 6 years of experience in the finance industry.

2
Glen C. Mishler
CRD#: 336714
8100 E 22nd St, Suite 100-8, Wichita, KS 67226
53
Wealthminder
score

Glen Mishler (CRD# 336714) is an Investment Advisor Representative working at Planned Professional Advisory in Wichita, KS and has over 30 years of experience in the finance industry.

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