Strategic Financial Planning, Inc.

Strategic Financial Planning, Inc. (CRD# 121007) is a financial advisory firm headquartered in Minnetonka, MN. They manage $8,650,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
601 Carlson Parkway Suite 1050, Minnetonka, MN 55305
http://strategic-financial-planning.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,235,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

MN

Financial Advisors at Strategic Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Brian Durand, financial advisor Minnetonka MN
Brian F. Durand
CRD#: 4575849
601 Carlson Parkway Suite 1050, Minnetonka, MN 55305

Brian Durand (CRD# 4575849) is an Investment Advisor Representative working at Strategic Financial Planning, Inc. in Minnetonka, MN and has over 21 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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