Practical Financial Planning, Inc.

Practical Financial Planning, Inc. (CRD# 119984) is a financial advisory firm headquartered in Cleveland, OH. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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.

OH

Financial Advisors at Practical Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth F. Robinson
CRD#: 4552919
3886 Rocky River Drive, Cleveland, OH 44111
96
Wealthminder
score

Kenneth Robinson (CRD# 4552919) is an Investment Advisor Representative working at Practical Financial Planning, Inc. in Cleveland, OH and has over 14 years of experience in the finance industry. Kenneth Robinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Britta A. Koepf
CRD#: 6658778
3886 Rocky River Drive, Cleveland, OH 44111
90
Wealthminder
score

Britta Koepf (CRD# 6658778) is an Investment Advisor Representative working at Practical Financial Planning, Inc. in Cleveland, OH and has 1 year of experience in the finance industry.

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