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Donald Leavitt Mccoy

PLANNERS FINANCIAL SERVICES, INC.·MENDOTA HEIGHTS, Minnesota
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1210 NORTHLAND DRIVE, MENDOTA HEIGHTS, MN 55120CRD# 2925876Firm CRD# 6751
01

About

Donald Leavitt Mccoy is a registered financial advisor based in MENDOTA HEIGHTS, Minnesota, affiliated with PLANNERS FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PLANNERS FINANCIAL SERVICES, INC.
PLANNERS FINANCIAL SERVICES, INC.
AUM
$96M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PLANNERS FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2925876
Firm CRD# 6751
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Leavitt Mccoy offer?
Donald Leavitt Mccoy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MENDOTA HEIGHTS, Minnesota for a consultation.
What are Donald Leavitt Mccoy's credentials?
Donald Leavitt Mccoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Leavitt Mccoy located?
Donald Leavitt Mccoy is based in MENDOTA HEIGHTS, Minnesota, working with PLANNERS FINANCIAL SERVICES, INC.. Their office serves clients in the MENDOTA HEIGHTS metropolitan area and surrounding communities.
How does Donald Leavitt Mccoy charge for services?
Donald Leavitt Mccoy's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANNERS FINANCIAL SERVICES, INC.?
PLANNERS FINANCIAL SERVICES, INC. has approximately 2 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MENDOTA HEIGHTS
Deborah Carter Mccoy — PLANNERS FINANCIAL SERVICES, INC.Tracy Anne Gustafson — PLANNERS FINANCIAL SERVICES, INC.James Shannon Knapp — HERITAGE WEALTH ARCHITECTS, INC.Tyler Lee Rudek — HERITAGE WEALTH ARCHITECTS, INC.Ryan Davis Wold — WOLD FINANCIAL GROUP LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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