Preferred Planning Associates, Inc.

Preferred Planning Associates, Inc. (CRD# 169186) is a financial advisory firm headquartered in Oak Brook, IL. 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
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
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.

IL

Financial Advisors at Preferred Planning Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Frank J. Zakrocky
CRD#: 1895096
700 Commerce Drive, Suite 500, Oak Brook, IL 60523
93
Wealthminder
score

Frank Zakrocky (CRD# 1895096) is an Investment Advisor Representative working at Preferred Planning Associates, Inc. in Oak Brook, IL and has over 19 years of experience in the finance industry.

2
Peter R. Trapani
CRD#: 1377651
700 Commerce Drive, Suite 500, Oak Brook, IL 60523
48
Wealthminder
score

Peter Trapani (CRD# 1377651) is an Investment Advisor Representative working at Preferred Planning Associates, Inc. in Oak Brook, IL and has over 25 years of experience in the finance industry.

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