Unclaimed Profile

Ben Hulsey

PLANNING FOR WEALTH, LLC·MONROE, Louisiana

Clean record18 years registeredPLANNING FOR WEALTH, LLC

1900 ROSELAWN AVENUE, MONROE, LA 71201CRD# 4472294Firm CRD# 117109

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ben Hulsey · MONROE, LA

Registration

CRD #4472294 · PLANNING FOR WEALTH, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLANNING FOR WEALTH, LLC

PLANNING FOR WEALTH, LLC

Apr 2008 – Dec 2023

MONROE, LA

Registrations & Exams

Registration record

First registered · April 3, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLANNING FOR WEALTH, LLC

CRD 117109 · SEC 801-66239

AUM

$30M

Regulatory assets under management

Employees

103 client accounts

Services offered by PLANNING FOR WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLANNING FOR WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Ben Hulsey offer?

Ben Hulsey specializes in Financial Planning, Investment Management.

What are Ben Hulsey's credentials?

Ben Hulsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ben Hulsey located?

Ben Hulsey is based in MONROE, Louisiana, last registered with PLANNING FOR WEALTH, LLC.

How does Ben Hulsey charge for services?

Ben Hulsey's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANNING FOR WEALTH, LLC?

PLANNING FOR WEALTH, LLC has approximately 6 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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