Practical Portfolios LLC

Practical Portfolios LLC (CRD# 144213) is a financial advisory firm headquartered in Manitowoc, WI. They manage $52,766,361 in 167 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $315,966
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.

WI

Financial Advisors at Practical Portfolios LLC
Showing 1 - 1 of 1 top financial advisors.
1
John E. Cress
CRD#: 1029139
901 York Street, Manitowoc, WI 54220

John Cress (CRD# 1029139) is an Investment Advisor Representative working at Practical Portfolios LLC in Manitowoc, WI and has over 42 years of experience in the finance industry. John Cress 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.

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