Planpilot

Planpilot (CRD# 160319) is a financial advisory firm headquartered in Chicago, IL. They manage $3,024,000,135 in 18 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
223 West Jackson, Suite 800, Chicago, IL 60606
https://www.facebook.com/planpilot-102420141573380/
By the Numbers
  • Total Assets Under Management
    3,024
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $168,000,008
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IA, IL, IN, KY, MA, MI, MN, NJ, NY, OH, PA, TX, WA, WI

Financial Advisors at Planpilot
Showing 1 - 7 of 7 top financial advisors.
1
Nathan Cassel, financial advisor Chicago IL
Nathan S. Cassel
CRD#: 3002795
223 West Jackson, Suite 800, Chicago, IL 60606

Nathan Cassel (CRD# 3002795) is an Investment Advisor Representative working at Planpilot in Chicago, IL and has over 23 years of experience in the finance industry.

2
William Karsten, financial advisor Chicago IL
William A. Karsten
CRD#: 6108098
223 West Jackson, Suite 800, Chicago, IL 60606

William Karsten (CRD# 6108098) is an Investment Advisor Representative working at Planpilot in Chicago, IL and has over 11 years of experience in the finance industry.

3
Mark Olsen, financial advisor Chicago IL
Mark A. Olsen
CRD#: 4642485
223 West Jackson, Suite 800, Chicago, IL 60606

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.

4
Robert Cressey, financial advisor Chicago IL
Robert B. Cressey
CRD#: 1618034
223 West Jackson, Suite 800, Chicago, IL 60606

Robert Cressey (CRD# 1618034) is an Investment Advisor Representative working at Planpilot in Chicago, IL and has over 37 years of experience in the finance industry.

5
Scott Hemerda, financial advisor Cape Coral FL
Scott Hemerda
CRD#: 2968782
Cape Coral, FL

Scott Hemerda (CRD# 2968782) is an Investment Advisor Representative working at Planpilot in Cape Coral, FL and has over 26 years of experience in the finance industry.

6
Thomas Loftus, financial advisor Chicago IL
Thomas F. Loftus
CRD#: 7219638
223 West Jackson, Suite 800, Chicago, IL 60606

Thomas Loftus (CRD# 7219638) is an Investment Advisor Representative working at Planpilot in Chicago, IL and has 1 year of experience in the finance industry.

7
Richard Shafer, financial advisor Madison WI
Richard A. Shafer
CRD#: 1008671
Madison, WI

Richard Shafer (CRD# 1008671) is an Investment Advisor Representative working at Planpilot in Madison, WI and has over 29 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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