AdvisorOS Directory
Claim Profile
DR

Denise Jean Rich

PRESTIGE PLANNING, INC.·WOODBURY, Minnesota
Unclaimed Profile
652 BIELENBERG DRIVE, WOODBURY, MN 55125CRD# 4629515Firm CRD# 110304
01

About

Denise Jean Rich is a registered financial advisor based in WOODBURY, Minnesota, affiliated with PRESTIGE PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRESTIGE PLANNING, INC.
PRESTIGE WEALTH MANAGEMENT
AUM
$241M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PRESTIGE PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4629515
Firm CRD# 110304
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WOODBURY?

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

Browse WOODBURY 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WOODBURY
James Matthew Kirk — EVOLV CAPITAL ADVISORS LLCDarin William Pilacinski — TRUE VISION MN LLCDawn Deborah Jurkovich — RELEVE FINANCIAL GROUP, LLCSteven Andrew Schmidt — BALLAST ADVISORS, LLCChristopher John Lester — WEALTH WATCH ADVISORS, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile