AdvisorOS Directory
Claim Profile
VK

Victoria Rae Keating

PLANNERS FINANCIAL SERVICES, INC.·MINNEAPOLIS, Minnesota
Unclaimed Profile
7710 COMPUTER AVE, MINNEAPOLIS, MN 55435CRD# 5054720Firm CRD# 6751
01

About

Victoria Rae Keating is a registered financial advisor based in MINNEAPOLIS, 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# 5054720
Firm CRD# 6751
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MINNEAPOLIS?

Browse all registered financial advisors in MINNEAPOLIS, Minnesota or claim this profile if it's yours.

Browse MINNEAPOLIS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Victoria Rae Keating offer?
Victoria Rae Keating specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Victoria Rae Keating's credentials?
Victoria Rae Keating is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Victoria Rae Keating located?
Victoria Rae Keating is based in MINNEAPOLIS, Minnesota, working with PLANNERS FINANCIAL SERVICES, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Victoria Rae Keating charge for services?
Victoria Rae Keating'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MINNEAPOLIS
Adam Nathan Benson — SUMMIT CREEK ADVISORS, LLCJacob Paul Mercer — WHITEBOX ADVISORS LLCKathy Ann Carlson — NICOLLET INVESTMENT MANAGEMENT, INC.Juli Wilder — THRIVENT ADVISOR NETWORK, LLCJoseph John Docter — SUMMIT CREEK ADVISORS, LLC
Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile