Professional Financial Planning

Professional Financial Planning (CRD# 125806) is a financial advisory firm headquartered in , . They manage $8,501,045 in 97 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $87,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Professional Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Lundgren, financial advisor Verdi NV
Douglas E. Lundgren
CRD#: 816574
Verdi, NV

Douglas Lundgren (CRD# 816574) is an Investment Advisor Representative working at Professional Financial Planning in Verdi, NV and has over 34 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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