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PLANVEST, LLC
CRD 309669
1526 WASHINGTON ST., SUITE E, BLAIR, NE, 68008, United States
Phone
402-426-9833
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$46.7M
Discretionary AUM
$44.8M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 249 | $6.9M |
| High net worth individuals | 49 | $38.1M |
All web addresses on file
Official SEC filing: View on IAPD