Planvest, LLC

Planvest, LLC (CRD# 309669) is a financial advisory firm headquartered in Blair, NE. They manage $35,589,170 in 105 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1526 Washington St., Suite E, Blair, NE 68008
https://www.plan-vest.com/
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $338,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, NE, TX

Financial Advisors at Planvest, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian Brown, financial advisor Blair NE
Brian T. Brown
CRD#: 4788139
1526 Washington St., Suite E, Blair, NE 68008

Brian Brown (CRD# 4788139) is an Investment Advisor Representative working at Planvest, LLC in Blair, NE and has over 19 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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