Bespoke Financial Planning, LLC

Bespoke Financial Planning, LLC (CRD# 286670) is a financial advisory firm headquartered in , . They manage $5,816,073 in 119 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/johnlosen/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $48,875
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Bespoke Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Losen, financial advisor Wayne MI
John F. Losen
CRD#: 6262952
Wayne, MI

John Losen (CRD# 6262952) is an Investment Advisor Representative working at Bespoke Financial Planning, LLC in Wayne, MI and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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