Great Plains Financial Services, LLP
Firm details
- Headquarters
- Fargo, North Dakota
- CRD number
- 42141
- Registered since
- April 9, 1997
Firm profile
FINTRXOverview
Great Plains Financial Services, LLP is an SEC-registered advisory entity that first registered in 1997. The firm is organized in an “other” legal form and is individually owned. FINTRX classifies the firm as unclassified and records that it is not a capital allocator, not an active ESG investor, not a multistate adviser, not a newly formed adviser, not a pension consultant, and does not report a related-adviser relationship. The firm did not supply public detail in this dataset about its client segments, fee schedule, specific advisory or business activities, or investment strategy. Those omissions mean available public information is limited and further due diligence will be necessary to understand client focus, services offered, and how the firm sources or manages investments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Jeffrey Wallgren
Owner, Registered RepresentativeCRD 5998714
Richard Engen
Managing MemberCRD 2528314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fargo, ND
Cass
Location
Fargo, ND
Headquartered in Fargo, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.
- Metro area
- Fargo-Wahpeton, ND-MN
- Region
- Midwest
- County
- Cass
- Address
- 6048 31st St S
- Time zone
- CT (UTC-6)
- Office locations
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