Professional Financial Planning

Professional Financial Planning (CRD# 125806) is a financial advisory firm headquartered in Verdi, NV. They manage $8,851,919 in 192 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
    192
    ACCOUNTS
  • Average Account Value
    $46,104
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
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.

CA, NV

Financial Advisors at Professional Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Douglas E. Lundgren
CRD#: 816574
Verdi, NV
93
Wealthminder
score

Douglas Lundgren (CRD# 816574) is an Investment Advisor Representative working at Professional Financial Planning in Verdi, NV and has over 27 years of experience in the finance industry.

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