PERK PLANNING

Phone

608-628-8730

Fax

—

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

2 total employees; 2 advisory reps; 175 broker-dealer reps

Clients

101-250

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-17

Disciplinary history

No