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
1210 Northland Drive, Suite 190, Mendota Heights, MN 55120
https://www.plannersfinancialservices.com
By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    507
    ACCOUNTS
  • 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
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 Kessler, financial advisor Minneapolis MN
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 McCoy, financial advisor Mendota Heights MN
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 24 years 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.

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