Wealth Planning Systems, LLC

Wealth Planning Systems, LLC (CRD# 126390) is a financial advisory firm headquartered in , . They manage $24,475,000 in 220 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $111,250
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
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 Wealth Planning Systems, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brooks B. Larson
CRD#: 2148509
Hanover, MN
96
Wealthminder
score

Brooks Larson (CRD# 2148509) is an Investment Advisor Representative working at Wealth Planning Systems, LLC in Hanover, MN and has over 8 years of experience in the finance industry.

2
William J. Robertson
CRD#: 401392
Hanover, MN
96
Wealthminder
score

William Robertson (CRD# 401392) is an Investment Advisor Representative working at Wealth Planning Systems, LLC in Hanover, MN and has over 34 years of experience in the finance industry.

3
James J. Robertson
CRD#: 2062244
Hanover, MN
84
Wealthminder
score

James Robertson (CRD# 2062244) is an Investment Advisor Representative working at Wealth Planning Systems, LLC in Hanover, MN and has over 26 years of experience in the finance industry.

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