Perk Planning

Perk Planning (CRD# 166369) is a financial advisory firm headquartered in Madison, WI. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10 E Doty Street, Suite 800, Madison, WI 53703
https://wealth.emaplan.com/ema/ria/perkplanning
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Perk Planning
Showing 1 - 3 of 3 top financial advisors.
1
Lisa Andrews, financial advisor Madison WI
Lisa M. Andrews
CRD#: 3038887
10 E Doty Street, Suite 800, Madison, WI 53703

Lisa Andrews (CRD# 3038887) is an hourly financial planner and owner of Perk Planning in Madison, WI and has over 15 years of experience in the finance industry. Lisa Andrews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Zachary Hidden, financial advisor Chicago IL
Zachary S. Hidden
CRD#: 6742600
Chicago, IL

Zachary Hidden (CRD# 6742600) is an Investment Advisor Representative working at Perk Planning in Chicago, IL and has over 7 years of experience in the finance industry.

3
Emma Crawford, financial advisor Madison WI
Emma Crawford
CRD#: 7787414
Madison, WI

Emma Crawford (CRD# 7787414) is an Investment Advisor Representative working at Perk Planning in Madison, WI and has 1 year 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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