Louisiana · 1 advisers
Financial Advisors in Kaplan, Louisiana
Looking for a financial advisor in Kaplan, Louisiana? Falists indexes 1 SEC-registered and state-registered investment advisers in Kaplan — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $138.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
1
With website
1
Largest AUM
$138.8M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Kaplan
Ranked by AUM · Fees, team & specialties at a glance
BROUSSARD FINANCIAL GROUP, LLC
Kaplan, LA
AUM
$138.8M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
337-643-8319
More cities in Louisiana
Common questions
- How many financial advisors are in Kaplan, Louisiana?
- 1 registered investment advisers are listed in our Kaplan directory, sourced from public SEC filings.
- What types of advisors are in Kaplan?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Kaplan?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.