Visionquest Financial Planning LLC

Visionquest Financial Planning LLC (CRD# 123402) is a financial advisory firm headquartered in Troy, MI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Visionquest Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
Warren F. McIntyre
CRD#: 4600326
200 E. Big Beaver, Troy, MI 48083

Warren McIntyre (CRD# 4600326) is an Investment Advisor Representative working at Visionquest Financial Planning LLC in Troy, MI and has 1 year of experience in the finance industry. Warren McIntyre 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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