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).
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Total Assets Under Management53MILLION
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Total Number of Accounts167ACCOUNTS
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Average Account Value$315,966
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
WI
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.