Under Par Planning LLC

Under Par Planning LLC (CRD# 306930) is a financial advisory firm headquartered in , . They manage $18,896,730 in 162 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://twitter.com/jeffwolniewicz
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $116,646
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Under Par Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Wolniewicz, financial advisor Buffalo NY
Jeffrey Wolniewicz
CRD#: 5997883
Buffalo, NY

Jeffrey Wolniewicz (CRD# 5997883) is an Investment Advisor Representative working at Under Par Planning LLC in Buffalo, NY and has over 11 years of experience in the finance industry.

2
Joseph Chappius, financial advisor Buffalo NY
Joseph P. Chappius
CRD#: 5928163
Buffalo, NY

Joseph Chappius (CRD# 5928163) is an Investment Advisor Representative working at Under Par Planning LLC in Buffalo, NY and has over 10 years 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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