The Financial Planning Company
The Financial Planning Company (CRD# 283246) is a financial advisory firm headquartered in , . They manage $17,600,000 in 238 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management18MILLION
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Total Number of Accounts238ACCOUNTS
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Average Account Value$73,950
- 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
MN, NC
Luke DeBoer (CRD# 5696562) is an Investment Advisor Representative working at The Financial Planning Co. in Waconia, MN and has over 10 years of experience in the finance industry. Luke DeBoer 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.
Andrew Kalenberg (CRD# 7594438) is an Investment Advisor Representative working at The Financial Planning Company in Waconia, MN and has over 2 years of experience in the finance industry.