Planpilot

Planpilot (CRD# 160319) is a financial advisory firm headquartered in Chicago, IL. They manage $113,764,357 in 4 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $28,441,089
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
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.

IA, IL, IN, KY, MN, NE, OH, TX

Financial Advisors at Planpilot
Showing 1 - 4 of 4 top financial advisors.
1
Nathan S. Cassel
CRD#: 3002795
223 West Jackson, Suite 800, Chicago, IL 60606
93
Wealthminder
score

Nathan Cassel (CRD# 3002795) is an Investment Advisor Representative working at Planpilot in Chicago, IL and has over 17 years of experience in the finance industry.

2
William A. Karsten
CRD#: 6108098
223 West Jackson, Suite 800, Chicago, IL 60606
93
Wealthminder
score

William Karsten (CRD# 6108098) is an Investment Advisor Representative working at Planpilot in Chicago, IL and has over 5 years of experience in the finance industry.

3
Timothy A. Vieth
CRD#: 6377537
223 West Jackson, Suite 800, Chicago, IL 60606
90
Wealthminder
score

Timothy Vieth (CRD# 6377537) is an Investment Advisor Representative working at Planpilot in Chicago, IL and has over 3 years of experience in the finance industry.

4
Mark A. Olsen
CRD#: 4642485
223 West Jackson, Suite 800, Chicago, IL 60606
87
Wealthminder
score

Mark Olsen (CRD# 4642485) is an Investment Advisor Representative working at Planpilot in Chicago, IL and has 1 year of experience in the finance industry.

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