Vita Planning Group LLC

Vita Planning Group LLC (CRD# 312323) is a financial advisory firm headquartered in Vancouver, WA. They manage $42,791,471 in 99 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
312 Se Stonemill Drive, Suite 160, Vancouver, WA 98684
http://www.vita401k.com/
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $432,237
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, IL, NV, TX, WA

Financial Advisors at Vita Planning Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Timothy Gallagher, financial advisor Vancouver WA
Timothy D. Gallagher
CRD#: 4275580
312 Se Stonemill Drive, Suite 160, Vancouver, WA 98684

Timothy Gallagher (CRD# 4275580) is an Investment Advisor Representative working at Vita Planning Group LLC in Vancouver, WA and has over 23 years of experience in the finance industry.

2
Karl Hansen, financial advisor Incline Village NV
Karl E. Hansen
CRD#: 2676924
Incline Village, NV

Karl Hansen (CRD# 2676924) is an Investment Advisor Representative working at Vita Planning Group LLC in Incline Village, NV and has over 28 years of experience in the finance industry.

3
Erik Hansen, financial advisor Vancouver WA
Erik H. Hansen
CRD#: 7329416
312 Se Stonemill Drive, Suite 160, Vancouver, WA 98684

Erik Hansen (CRD# 7329416) is an Investment Advisor Representative working at Vita Planning Group LLC in Vancouver, WA and has over 3 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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