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Financial Advisor
Indiana
Fort Wayne
FINANCIAL PLANNING SERVICES

FINANCIAL PLANNING SERVICES

Tel: 260-469-3218 6920 Pointe Inverness Way Ste 170 Fort Wayne, Indiana 46804

About FINANCIAL PLANNING SERVICES

FINANCIAL PLANNING SERVICES is a Fort Wayne, Indiana based financial advisory firm with nearly $153,393,473 in assets under management and provides investment advisory services for 872 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

121034

Firm SEC#:

801-123630

Assets Under Management:

$153,393,473

No. of Clients:

872

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

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