Professional Broker-dealer Financial Planning, Inc.

Professional Broker-dealer Financial Planning, Inc. (CRD# 23651) is a financial advisory firm headquartered in , . They manage $710,165 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $35,508
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing 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.

CO, OH

Financial Advisors at Professional Broker-dealer Financial Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Dean C. Anast
CRD#: 1453479
246 Coral Way, Broomfield, CO 80020
93
Wealthminder
score

Dean Anast (CRD# 1453479) is an Investment Advisor Representative working at Professional Broker-dealer Financial Planning, Inc. in Broomfield, CO and has over 20 years of experience in the finance industry.

2
Blaine R. Stahlman
CRD#: 1189213
1111 West Wolfensberger Road, Castle Rock, CO 80109
83
Wealthminder
score

Blaine Stahlman (CRD# 1189213) is an Investment Advisor Representative working at Professional Broker-dealer Financial Planning, Inc. in Castle Rock, CO and has over 34 years of experience in the finance industry.

3
Gregory T. Brooks
CRD#: 1677862
Powell, OH
81
Wealthminder
score

Gregory Brooks (CRD# 1677862) is an Investment Advisor Representative working at Professional Broker-dealer Financial Planning, Inc. in Powell, OH and has over 30 years of experience in the finance industry.

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