Planners Financial Services, Inc.

Planners Financial Services, Inc. (CRD# 6751) is a financial advisory firm headquartered in Mendota Heights, MN. They manage $92,835,424 in 481 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1210 Northland Drive, Suite 190, Mendota Heights, MN 55120
https://www.plannersfinancialservices.com
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $193,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, FL, IL, MN, TX, WI

Financial Advisors at Planners Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Donald McCoy, financial advisor Mendota Heights MN
Donald L. McCoy
CRD#: 2925876
1210 Northland Drive, Suite 190, Mendota Heights, MN 55120
93
Wealthminder
score

Donald McCoy (CRD# 2925876) is an Investment Advisor Representative working at Planners Financial Services, Inc. in Mendota Heights, MN and has over 19 years of experience in the finance industry.

2
Charles Tarara, financial advisor Mendota Heights MN
Charles M. Tarara
CRD#: 1153705
Mendota Heights, MN
93
Wealthminder
score

Charles Tarara (CRD# 1153705) is an Investment Advisor Representative working at Planners Financial Services, Inc. in Mendota Heights, MN and has over 26 years of experience in the finance industry.

3
Judd Kessler, financial advisor Mendota Heights MN
Judd S. Kessler
CRD#: 1084958
1210 Northland Drive, Suite 190, Mendota Heights, MN 55120
87
Wealthminder
score

Judd Kessler (CRD# 1084958) is an Investment Advisor Representative working at Planners Financial Services, Inc. in Mendota Heights, MN and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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