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Building 2RETIREMENT PLANNING SPECIALISTS, INC.

Map pinNEENAH, WI
Phone920-722-4039
NotebookSEC #801-60548
Total AUM
$44.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1509 S. COMMERCIAL ST. SUITE 1
NEENAH
WI 54956
USA
Operating Hours
8-5 M-TH; 8-12 F
Monday - Friday
Phone
920-722-4039

ReceiptFinancials

Total AUM
$44.3M
Accounts
335
Discretionary
$13.7M
Accounts
35
Non-Discretionary
$30.6M
Accounts
300

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
WI

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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