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Donald Leavitt Mccoy

PLANNERS FINANCIAL SERVICES, INC.·MENDOTA HEIGHTS, Minnesota
Clean recordPLANNERS 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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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Other Advisors at PLANNERS FINANCIAL SERVICES, INC.

James Lawrence Jr Keating
MINNEAPOLIS, MN
Victoria Rae Keating
MINNEAPOLIS, MN
Deborah Carter Mccoy
MENDOTA HEIGHTS, MN
Tracy Anne Gustafson
MENDOTA HEIGHTS, MN

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