Family Investment Planning, LLC
Family Investment Planning, LLC (CRD# 156132) is a financial advisory firm headquartered in Elm Grove, WI. They manage $12,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$1,200,000
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Family Investment Planning, LLC
1
Kurt Mueller (CRD# 1300871) is an Investment Advisor Representative working at Family Investment Planning, LLC in Elm Grove, WI and has over 39 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.