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FINANCIAL PLANNING SERVICES
BETTENDORT, IA
563-359-3979
SEC #801-76848Total AUM
$9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1035 LINCOLN RD.
SUITE 304
BETTENDORT
IA 52722
United States
SUITE 304
BETTENDORT
IA 52722
United States
Operating Hours
8:00-4:30
Monday - Friday
Monday - Friday
Phone
563-359-3979
Financials
Total AUM
$9M
Accounts
15Discretionary
$0
Accounts
0Non-Discretionary
$9M
Accounts
15
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
IA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.