KPLANS INVESTMENT SERVICES, INC.

VALENCIA, California·1 registered advisor·CRD# 135704

SEC# 801-644390661-362-0758

Firm Overview

AUM

$77M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Specialties

Investment Management Retirement Planning Wealth Management

Advisors at KPLANS INVESTMENT SERVICES, INC.

1 registered advisor

Stephan John Miskjian

VALENCIA, California

CRD# 2844720

Office Locations

VALENCIA, California

1 advisor

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Data sourced from SEC Form ADV filings. KPLANS INVESTMENT SERVICES, INC. (CRD# 135704) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.