Proplans (CRD# 137329) is a financial advisory firm headquartered in Los Altos, CA. They manage $7,610,009 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$205,676
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
John Tollefson (CRD# 1126543) is an Investment Advisor Representative working at Proplans in Los Altos, CA and has over 24 years of experience in the finance industry.