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 firm that first registered in 1997. The firm is organized under a nonstandard legal form (listed as "other types of legal formation") and is owned by an individual. Public disclosures classify the firm as unclassified and provide limited detail on its advisory scope or client focus. Regulatory and firm-level flags in the snapshot indicate that Great Plains Financial Services does not identify as a multi-state adviser, is not a pension consultant, and is not listed as a related adviser to another firm. The firm also does not self-identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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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