Disera Financial Planning
Disera Financial Planning (CRD# 124335) is a financial advisory firm headquartered in , . They manage $5,438,437 in 95 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Disera Financial Planning
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts95ACCOUNTS
-
Average Account Value$57,247
Compensation Options
- Hourly charges
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Disera Financial Planning
1
Denise Disera (CRD# 1269925) is an Investment Advisor Representative working at Disera Financial Planning in Joliet, IL and has over 31 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.