Planning Trail Investments, LLC

Planning Trail Investments, LLC (CRD# 305686) is a financial advisory firm headquartered in Lawrence, KS. They manage $2,079,601 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 987, Lawrence, KS 66044
http://probitaswealthmanagement.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $109,453
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS

Financial Advisors at Planning Trail Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alejandro Carvalho Rodriguez, financial advisor Lawrence KS
Alejandro J. Carvalho Rodriguez
CRD#: 6462942
Lawrence, KS

Alejandro Carvalho Rodriguez (CRD# 6462942) is an Investment Advisor Representative working at Planning Trail Investments, LLC in Lawrence, KS and has over 8 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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