LEARNVEST PLANNING SERVICES, LLC

NEW YORK, New York·1 registered advisor·CRD# 162453
SEC# 801-766176212-675-6711
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
73
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Charitable organization or education services
Compensation
Fixed fees
Other: CLIENTS MAY RECEIVE SERVICES AT A DISCOUNT
03

Specialties

Financial Planning
04

Advisors at LEARNVEST PLANNING SERVICES, LLC

1 registered advisor
Stephany Marie Kirkpatrick
NEW YORK, New York
05

Office Locations

NEW YORK, New York
1 advisor

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Data sourced from SEC Form ADV filings. LEARNVEST PLANNING SERVICES, LLC (CRD# 162453) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.