Total Investment Planners

Total Investment Planners (CRD# 123152) is a financial advisory firm headquartered in Mount Pleasant, MI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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.

MI

Financial Advisors at Total Investment Planners
Showing 1 - 1 of 1 top financial advisors.
1
Leeann Arens
CRD#: 5282976
118 W. Michigan, Mount Pleasant, MI 48858
84
Wealthminder
score

Leeann Arens (CRD# 5282976) is an Investment Advisor Representative working at Total Investment Planners in Mount Pleasant, MI and has over 6 years of experience in the finance industry. Leeann Arens 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 put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.