Wealth Planning Systems, LLC
Wealth Planning Systems, LLC (CRD# 126390) is a financial advisory firm headquartered in , . They manage $12,000,000 in 98 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wealth Planning Systems, LLC
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts98ACCOUNTS
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Average Account Value$122,449
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Wealth Planning Systems, LLC
1
James Robertson (CRD# 2062244) is an Investment Advisor Representative working at Wealth Planning Systems, LLC in Bloomington, MN and has over 33 years of experience in the finance industry.
2
William Robertson (CRD# 401392) is an Investment Advisor Representative working at Wealth Planning Systems, LLC in Bloomington, MN and has over 41 years of experience in the finance industry.
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