Proplans

Proplans (CRD# 137329) is a financial advisory firm headquartered in Los Altos, CA. They manage $5,052,069 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2053 Grant Road #300, Los Altos, CA 94024
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $842,012
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Proplans
Showing 1 - 1 of 1 top financial advisors.
1
John Tollefson, financial advisor Los Altos CA
John H. Tollefson
CRD#: 1126543
2053 Grant Road #300, Los Altos, CA 94024

John Tollefson (CRD# 1126543) is an Investment Advisor Representative working at Proplans in Los Altos, CA and has over 30 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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