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).

Current Firm Details
465 Central Ave, Suite 201, Northfield, IL 60093
https://www.linkedin.com/company/the-planning-group-llc/
By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    706
    ACCOUNTS
  • Average Account Value
    $293,723
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, IL, TX

Financial Advisors at The Planning Group
Showing 1 - 5 of 5 top financial advisors.
1
Dani Barron, financial advisor Northfield IL
Dani G. Barron
CRD#: 5274828
465 Central Ave, Suite 201, Northfield, IL 60093

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.

2
Michael Brown, financial advisor Northfield IL
Michael D. Brown
CRD#: 2903488
465 Central Ave, Suite 201, Northfield, IL 60093

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.

3
Nick Brown, financial advisor Northfield IL
Nick J. Brown
CRD#: 32756
465 Central Ave, Suite 201, Northfield, IL 60093

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.

4
Paul Shuman, financial advisor Northfield IL
Paul S. Shuman
CRD#: 4793240
465 Central Ave, Suite 201, Northfield, IL 60093

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.

5
Martin Jankelowitz, financial advisor Northfield IL
Martin K. Jankelowitz
CRD#: 7840302
465 Central Ave, Suite 201, Northfield, IL 60093

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.

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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