Unclaimed Profile

Denise Jean Rich

PRESTIGE PLANNING, INC.·WOODBURY, Minnesota

Clean recordPRESTIGE 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PRESTIGE PLANNING, INC.

PRESTIGE WEALTH MANAGEMENT

AUM

$241M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRESTIGE PLANNING, INC. →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4629515

Firm CRD# 110304

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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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