THE FINANCIAL PLANNING GROUP, INC
CRD #142892 SEC #801-70621 PRIOR LAKE, MN 952-853-2233
SEC Registered
Total AUM
$55M
Discretionary
$40M
Employees
1
Clients
0
Accounts
227
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, DANA, DOMINIQUE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 18, 2011 REGISTERED
Notice Filings (1)
MN
Address
15815 FRANKLIN TRAIL SOUTHEASTSUITE 300
PRIOR LAKE, MN 55372
United States
Phone: 952-853-2233