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 9 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 35 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 27 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.