Great Plains Financial Services, LLP

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Fargo, North Dakota
CRD number
42141
Registered since
April 9, 1997

Firm profile

FINTRX

Overview

Great Plains Financial Services, LLP is listed in FINTRX as an SEC-registered adviser (first registered in 1997) organized under a nonstandard legal form labelled "Other Types of Legal Formation." Ownership is recorded as individual; the platform classifies the firm as "Unclassified." The record indicates the adviser is not a capital allocator, not an active ESG investor, and is not registered as a multi-state adviser. FINTRX does not provide descriptions of the firm's advisory services, business lines, client segments, or fee structure. There are also no entries for affiliated entities or third-party relationships in the available profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Jeffrey Wallgren

    Owner, Registered RepresentativeCRD 5998714

  • Richard Engen

    Managing MemberCRD 2528314

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth