Proplans

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).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $205,676
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Proplans
Showing 1 - 1 of 1 top financial advisors.
1
John H. Tollefson
CRD#: 1126543
2053 Grant Road #300, Los Altos, CA 94024
93
Wealthminder
score

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.

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