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Donald Leavitt Mccoy

PLANNERS FINANCIAL SERVICES, INC.·MENDOTA HEIGHTS, Minnesota
SIE, Series 7, Series 14, Series 24, Series 27, Series 51, Series 66, Series 99TOClean record27 years registeredPLANNERS FINANCIAL SERVICES, INC.
1210 NORTHLAND DRIVE, MENDOTA HEIGHTS, MN 55120CRD# 2925876Firm CRD# 6751

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Leavitt Mccoy · MENDOTA HEIGHTS, MN
Registration
CRD #2925876 · PLANNERS FINANCIAL SERVICES, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

AMERIPRISE FINANCIAL SERVICES, LLC
Apr 2023 – present
PLANNERS FINANCIAL SERVICES, INC.
Mar 1999 – Apr 2023
Mendota Heights, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 27
Series 51
Series 66
Series 99TO
Registration record
First registered · March 23, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PLANNERS FINANCIAL SERVICES, INC.
CRD 6751 · SEC 801-11036
AUM
$96M
Regulatory assets under management
Employees
2
501 client accounts
Services offered by PLANNERS FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PLANNERS FINANCIAL SERVICES, INC. →
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05

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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