FINANCIAL PLANNING SERVICES
CRD #117359 SEC #801-76848 BETTENDORT, IA 563-359-3979
SEC Registered
Total AUM
$9M
Discretionary
$0
Employees
1
Clients
11
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $9M | $0 | $9M | 1 | 11 |
DateJun 2012
Total AUM$9M
Discretionary$0
Non-Disc.$9M
Employees1
Clients11