Velikanje Financial Services, Inc.

Velikanje Financial Services, Inc. (CRD# 115928) is a financial advisory firm headquartered in , . They manage $17,641,391 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $1,102,587
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

WA

Financial Advisors at Velikanje Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mavis R. Velikanje
CRD#: 2806020
Yakima, WA
96
Wealthminder
score

Mavis Velikanje (CRD# 2806020) is an Investment Advisor Representative working at Velikanje Financial Services, Inc. in Yakima, WA and has over 20 years of experience in the finance industry. Mavis Velikanje 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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