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PLANWISER FINANCIAL, LLC
PLANWISER FINANCIAL, LLC
PLANWISER FINANCIAL
COLORADO SPRINGS, Colorado
·
1 registered advisor
·
CRD# 331675
SEC# 801-130873
0
719-822-0808
01
Firm Overview
AUM
$137M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PLANWISER FINANCIAL, LLC
1 registered advisor
Joel Robert Top
COLORADO SPRINGS, Colorado
CRD# 4870706
05
Office Locations
COLORADO SPRINGS, Colorado
1 advisor
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Data sourced from SEC Form ADV filings. PLANWISER FINANCIAL, LLC (CRD# 331675) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.