Prudential Financial Planning Services

Prudential Financial Planning Services (CRD# 5685) is a financial advisory firm headquartered in Newark, NJ. They manage $14,029,321,422 in 106,737 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,029
    MILLION
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Prudential Financial Planning Services
Showing 1 - 10 of 2,345 top financial advisors.
1
Kevin H. Kruse
CRD#: 4874990
81 East Water Street, Suite 1a, Toms River, NJ 08753

Kevin Kruse (CRD# 4874990) is an Investment Advisor Representative working at Prudential Financial Planning Services in Toms River, NJ and has over 18 years of experience in the finance industry.

2
Christopher McAllister
CRD#: 6876059
1919 Gallows Road, Suite 100, Vienna, VA 22182
Christopher McAllister (CRD# 6876059) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vienna, VA and has over 2 years of experience in the finance industry. Christopher McAllister has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
3
Todd Abrams
CRD#: 2693512
7000 W. Palmetto Park Road, Suite 210, Boca Raton, FL 33433

Todd Abrams (CRD# 2693512) is an Investment Advisor Representative working at Prudential Financial Planning Services in Boca Raton, FL and has over 27 years of experience in the finance industry.

4
Derek J. Adams
CRD#: 2588720
4505 South Wasatch Boulevard, Suite 222, Salt Lake City, UT 84124

Derek Adams (CRD# 2588720) is an Investment Advisor Representative working at Prudential Financial Planning Services in Salt Lake City, UT and has over 21 years of experience in the finance industry.

5
Patrick J. Adams
CRD#: 5461474
101 West Big Beaver Road, Suite 705, Troy, MI 48084

Patrick Adams (CRD# 5461474) is an Investment Advisor Representative working at Prudential Financial Planning Services in Troy, MI and has over 16 years of experience in the finance industry.

6
Susan B. Adams
CRD#: 6292146
12312 Olive Blvd, Suite 300, Saint Louis, MO 63141

Susan Adams (CRD# 6292146) is an Investment Advisor Representative working at Prudential Financial Planning Services in Saint Louis, MO and has over 9 years of experience in the finance industry.

7
Darrell J. Adan
CRD#: 5040308
110 Allen Road, Basking Ridge, NJ 07920

Darrell Adan (CRD# 5040308) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 18 years of experience in the finance industry.

8
Rakesh S. Agrawal
CRD#: 5767949
110 Allen Road, Basking Ridge, NJ 07920

Rakesh Agrawal (CRD# 5767949) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 9 years of experience in the finance industry.

9
Arthur O. Agunloye
CRD#: 4047815
10275 Higgins Road, Suite 200, Rosemont, IL 60018

Arthur Agunloye (CRD# 4047815) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rosemont, IL and has over 24 years of experience in the finance industry.

10
Georgeanne G. Aist
CRD#: 2695469
909 Rose Avenue, Suite 650, North Bethesda, MD 20852

Georgeanne Aist (CRD# 2695469) is a Wealth Planning Specialist working at Aist Wealth Planning in Waldorf, MD and has over 14 years of experience in the finance industry and over 22 years in the protection and planning industry.

 

Helping You Plan for the Certainty of Uncertainty. Life Happens. Plan for It!

 

  • Helping You Protect Your Wealth
  • Comprehensive Financial Planning Services
  • Executive Benefit Coordination
  • Business Succession Planning
  • Tax Reduction Strategies

 

 

Georgeanne Aist is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor. Aist Wealth Planning is not an affiliate of Lincoln Financial Advisors Corp. CRN-1542459-070816

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