Planners Financial Services, Inc.

Planners Financial Services, Inc. (CRD# 6751) is a financial advisory firm headquartered in Mendota Heights, MN. They manage $95,289,510 in 478 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    478
    ACCOUNTS
  • Average Account Value
    $199,350
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.

CA, MN, TX, WI

Financial Advisors at Planners Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Judd S. Kessler
CRD#: 1084958
7710 Computer Avenue, Suite 100, Minneapolis, MN 55435

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 L. McCoy
CRD#: 2925876
1210 Northland Drive, Suite 190, Mendota Heights, MN 55120

Donald McCoy (CRD# 2925876) is an Investment Advisor Representative working at Planners Financial Services, Inc. in Mendota Heights, MN and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.