Planners Financial Services, Inc.
Planners Financial Services, Inc. (CRD# 6751) is a financial advisory firm headquartered in Mendota Heights, MN. They manage $112,127,720 in 507 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management112MILLION
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Total Number of Accounts507ACCOUNTS
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Average Account Value$221,159
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

Registered Investment Advisor
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.
CA, MN, TX, WI
Financial Advisors at Planners Financial Services, Inc.
1
Judd Kessler (CRD# 1084958) is an Investment Advisor Representative working at Planners Financial Services, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.
2
Donald McCoy (CRD# 2925876) is an Investment Advisor Representative working at Planners Financial Services, Inc. in Mendota Heights, MN and has over 24 years of experience in the finance industry.
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