Willow Planning Group, LLC

Willow Planning Group, LLC (CRD# 174085) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/in/kelly-luethje-cfp%c2%ae-51b89414/
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, MA, NH

Financial Advisors at Willow Planning Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kelly Luethje, financial advisor Holderness NH
Kelly Luethje
CRD#: 6425128
Holderness, NH

Kelly Luethje (CRD# 6425128) is an Investment Advisor Representative working at Willow Planning Group, LLC in Holderness, NH and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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