Triton Financial Planning Group Inc.

Triton Financial Planning Group Inc. (CRD# 281790) is a financial advisory firm headquartered in , . They manage $68,450,264 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $769,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
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.

NJ

Financial Advisors at Triton Financial Planning Group Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jordan S. Celkupa
CRD#: 4866228
Red Bank, NJ
96
Wealthminder
score

Jordan Celkupa (CRD# 4866228) is an Investment Advisor Representative working at Triton Financial Planning Group Inc. in Red Bank, NJ and has over 11 years of experience in the finance industry. Jordan Celkupa 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.

2
James M. Freisen
CRD#: 1099332
Red Bank, NJ
96
Wealthminder
score

James Freisen (CRD# 1099332) is an Investment Advisor Representative working at Triton Financial Planning Group Inc. in Red Bank, NJ and has over 15 years of experience in the finance industry. James Freisen 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.

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