Strategic Financial Planning, Inc.

Strategic Financial Planning, Inc. (CRD# 121007) is a financial advisory firm headquartered in , . They manage $24,250,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $3,031,250
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
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.

MN

Financial Advisors at Strategic Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Brian F. Durand
CRD#: 4575849
Minnetonka, MN
93
Wealthminder
score

Brian Durand (CRD# 4575849) is an Investment Advisor Representative working at Strategic Financial Planning, Inc. in Minnetonka, MN and has over 15 years of experience in the finance industry.

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