FINANCIAL PLANNING SERVICES

BETTENDORT, Iowa·1 registered advisor·CRD# 117359
SEC# 801-76848563-359-3979
01

Firm Overview

AUM
$9M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL PLANNING SERVICES

1 registered advisor
John Harold Dunsheath
BETTENDORT, Iowa
05

Office Locations

BETTENDORT, Iowa
1 advisor

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Data sourced from SEC Form ADV filings. FINANCIAL PLANNING SERVICES (CRD# 117359) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.