PLANNERS FINANCIAL SERVICES, INC.

MENDOTA HEIGHTS, Minnesota·5 registered advisors·CRD# 6751

SEC# 801-110360651-405-9000

01

Firm Overview

AUM

$96M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at PLANNERS FINANCIAL SERVICES, INC.

5 registered advisors

Deborah Carter Mccoy

MENDOTA HEIGHTS, Minnesota

Donald Leavitt Mccoy

MENDOTA HEIGHTS, Minnesota

James Lawrence Jr Keating

MINNEAPOLIS, Minnesota

Tracy Anne Gustafson

MENDOTA HEIGHTS, Minnesota

Victoria Rae Keating

MINNEAPOLIS, Minnesota

05

Office Locations

MENDOTA HEIGHTS, Minnesota

MINNEAPOLIS, Minnesota

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Data sourced from SEC Form ADV filings. PLANNERS FINANCIAL SERVICES, INC. (CRD# 6751) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.