THE PLANNERS PROFESSIONAL SERVICES, INC.
Firm details
- Headquarters
- WEST DES MOINES, Iowa
- CRD number
- 108195
- Website
- www.plannersgroup.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
The Planners Professional Services, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning services to individuals and families. This firm is structured as a corporation and is owned by an individual. The firm does not act as a capital allocator and does not participate in ESG investing. Their fee structure includes hourly charges, fixed fees, and other arrangements, allowing for flexibility in how they charge clients for their services.
Assets & Accounts
Public Holdings
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
1 of 1GRAHAM JEPSEN
Financial AdvisorCRD 5310577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST DES MOINES, IA
POLK
Location
WEST DES MOINES, IA
Headquartered in WEST DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- POLK
- Address
- 1012 Grand Ave
- Time zone
- CT (UTC-6)
- Office locations
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