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Stephan John Miskjian

KPLANS INVESTMENT SERVICES, INC.·VALENCIA, California
Unclaimed Profile
27240 TURNBERRY LANE, VALENCIA, CA 91355CRD# 2844720Firm CRD# 135704
01

About

Stephan John Miskjian is a registered financial advisor based in VALENCIA, California, affiliated with KPLANS INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
KPLANS INVESTMENT SERVICES, INC.
KPLANS INVESTMENT SERVICES, INC.
AUM
$77M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KPLANS INVESTMENT SERVICES, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2844720
Firm CRD# 135704
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephan John Miskjian offer?
Stephan John Miskjian specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in VALENCIA, California for a consultation.
What are Stephan John Miskjian's credentials?
Stephan John Miskjian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephan John Miskjian located?
Stephan John Miskjian is based in VALENCIA, California, working with KPLANS INVESTMENT SERVICES, INC.. Their office serves clients in the VALENCIA metropolitan area and surrounding communities.
How does Stephan John Miskjian charge for services?
Stephan John Miskjian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KPLANS INVESTMENT SERVICES, INC.?
KPLANS INVESTMENT SERVICES, INC. has approximately 5 employees and manages $77M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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