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PLANWELL FINANCIAL GUIDANCE, LLC
CRD 293932
421 E. MAIN ST, STE. 100, BLOOMING PRAIRIE, MN, 55917, United States
Phone
507-380-5558
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.6M
Discretionary AUM
$55.6M
Team
2 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $38.0M |
| High net worth individuals | 18 | $17.1M |
| Charitable organizations | 1 | $506K |
All web addresses on file
Official SEC filing: View on IAPD