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).

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 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 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 25 years of experience in the finance industry.

3
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.

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