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Dana Dominique Anderson

THE FINANCIAL PLANNING GROUP, INC·PRIOR LAKE, Minnesota
THE 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
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Dana Dominique Anderson is a registered financial advisor based in PRIOR LAKE, Minnesota, affiliated with THE FINANCIAL PLANNING GROUP, 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
THE FINANCIAL PLANNING GROUP, INC
THE FINANCIAL PLANNING GROUP, INC
AUM
$55M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE FINANCIAL PLANNING GROUP, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2246831
Firm CRD# 142892
View on FINRA BrokerCheck →

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05

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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