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Dana Dominique Anderson

THE FINANCIAL PLANNING GROUP, INC·PRIOR LAKE, Minnesota
Series 7, Series 24, Series 63, Series 65THE FINANCIAL PLANNING GROUP, INC
15815 FRANKLIN TRAIL SOUTHEAST, PRIOR LAKE, MN 55372CRD# 2246831Firm CRD# 142892

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dana Dominique Anderson · PRIOR LAKE, MN
Registration
CRD #2246831 · THE FINANCIAL PLANNING GROUP, INC
Brand Profile
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01

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
THE FINANCIAL PLANNING GROUP, INC
CRD 142892 · SEC 801-70621
AUM
$55M
Regulatory assets under management
Employees
1
227 client accounts
Services offered by THE FINANCIAL PLANNING GROUP, 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 THE FINANCIAL PLANNING GROUP, INC →
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Frequently Asked Questions

What services does Dana Dominique Anderson offer?
Dana Dominique Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PRIOR LAKE, Minnesota for a consultation.
What are Dana Dominique Anderson's credentials?
Dana Dominique Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Dominique Anderson located?
Dana Dominique Anderson is based in PRIOR LAKE, Minnesota, working with THE FINANCIAL PLANNING GROUP, INC. Their office serves clients in the PRIOR LAKE metropolitan area and surrounding communities.
How does Dana Dominique Anderson charge for services?
Dana Dominique Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE FINANCIAL PLANNING GROUP, INC?
THE FINANCIAL PLANNING GROUP, INC has approximately 1 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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