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).

Current Firm Details
700 Commerce Drive, Suite 500, Oak Brook, IL 60523
http://www.mypreferredplan.com
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
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
Peter Trapani, financial advisor Oak Brook IL
Peter R. Trapani
CRD#: 1377651
700 Commerce Drive, Suite 500, Oak Brook, IL 60523

Peter Trapani (CRD# 1377651) is an Investment Advisor Representative working at Preferred Planning Associates, Inc. in Oak Brook, IL and has over 32 years of experience in the finance industry.

2
Frank Zakrocky, financial advisor Oak Brook IL
Frank J. Zakrocky
CRD#: 1895096
700 Commerce Drive, Suite 500, Oak Brook, IL 60523

Frank Zakrocky (CRD# 1895096) is an Investment Advisor Representative working at Preferred Planning Associates, Inc. in Oak Brook, IL and has over 26 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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