Wacek Financial Planning, LLC

Wacek Financial Planning, LLC (CRD# 170734) is a financial advisory firm headquartered in , . They manage $3,120,764 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $104,025
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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.

MN

Financial Advisors at Wacek Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Benjamin L. Wacek
CRD#: 5245247
Minneapolis, MN
96
Wealthminder
score

Benjamin Wacek (CRD# 5245247) is an Investment Advisor Representative working at Wacek Financial Planning, LLC in Minneapolis, MN and has over 9 years of experience in the finance industry. Benjamin Wacek 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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