The Planning Group
The Planning Group (CRD# 298496) is a financial advisory firm headquartered in Northfield, IL. They manage $207,368,715 in 706 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management207MILLION
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Total Number of Accounts706ACCOUNTS
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Average Account Value$293,723
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, FL, IL, TX
Dani Barron (CRD# 5274828) is an Investment Advisor Representative working at The Planning Group in Northfield, IL and has over 17 years of experience in the finance industry.
Michael Brown (CRD# 2903488) is an Investment Advisor Representative working at The Planning Group in Northfield, IL and has over 22 years of experience in the finance industry.
Nick Brown (CRD# 32756) is an Investment Advisor Representative working at The Planning Group in Northfield, IL and has over 27 years of experience in the finance industry.
Paul Shuman (CRD# 4793240) is an Investment Advisor Representative working at The Planning Group in Northfield, IL and has over 19 years of experience in the finance industry.
Martin Jankelowitz (CRD# 7840302) is an Investment Advisor Representative working at The Planning Group in Northfield, IL and has 1 year of experience in the finance industry.