FINANCIAL PLANNING FORT COLLINS, LLC

FPFOCO
FORT COLLINS, Colorado·2 registered advisors·CRD# 283890
SEC# 801-1308540970-225-0504
01

Firm Overview

AUM
$101M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL PLANNING FORT COLLINS, LLC

2 registered advisors
Jason Samuel Speciner
FORT COLLINS, Colorado
Regina Marie Neenan
FORT COLLINS, Colorado
05

Office Locations

FORT COLLINS, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL PLANNING FORT COLLINS, LLC (CRD# 283890) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.