Unclaimed Profile

Denise Jean Rich

PRESTIGE PLANNING, INC.·WOODBURY, Minnesota

SIE, Series 6, Series 7, Series 63, Series 66Clean record5 years registeredPRESTIGE PLANNING, INC.

652 BIELENBERG DRIVE, WOODBURY, MN 55125CRD# 4629515Firm CRD# 110304

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Denise Jean Rich · WOODBURY, MN

Registration

CRD #4629515 · PRESTIGE PLANNING, INC. · 5 years registered

Brand Profile

Not yet started

Career History

USADVISORS WEALTH MANAGEMENT, LLC

Nov 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · November 30, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRESTIGE PLANNING, INC.

CRD 110304 · SEC 801-58276

AUM

$241M

Regulatory assets under management

Employees

906 client accounts

Services offered by PRESTIGE PLANNING, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRESTIGE PLANNING, INC. →

Introduction

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Frequently Asked Questions

What services does Denise Jean Rich offer?

Denise Jean Rich specializes in Financial Planning, Investment Management. Contact their office in WOODBURY, Minnesota for a consultation.

What are Denise Jean Rich's credentials?

Denise Jean Rich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise Jean Rich located?

Denise Jean Rich is based in WOODBURY, Minnesota, working with PRESTIGE PLANNING, INC.. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.

How does Denise Jean Rich charge for services?

Denise Jean Rich'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 PRESTIGE PLANNING, INC.?

PRESTIGE PLANNING, INC. has approximately 3 employees and manages $241M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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