Ifs Planning Strategies, LLC

Ifs Planning Strategies, LLC (CRD# 122206) is a financial advisory firm headquartered in Palm Coast, FL. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning 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.

FL, IN, MD, NJ

Financial Advisors at Ifs Planning Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jodie R. Fishel
CRD#: 5392316
357 East Winslow Road, Bloomington, IN 47401
90
Wealthminder
score

Jodie Fishel (CRD# 5392316) is an Investment Advisor Representative working at Ifs Planning Strategies, LLC in Bloomington, IN and has 1 year of experience in the finance industry. Jodie Fishel 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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