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THE PLANNERS PROFESSIONAL SERVICES, INC.
CRD 108195 · SEC 801-57936
1012 GRAND AVENUE, WEST DES MOINES, IA, 50265-3501, United States
Phone
515-224-0149
Fax
515-224-0481
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 31 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER MONITORING
Org form
Corporation
Filing date
2024-03-28
Disciplinary history
No
Services
Financial planningASSET ALLOCATION REVIEW SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $0 |
| High net worth individuals | 13 | $0 |
All web addresses on file
Official SEC filing: View on IAPD