Willow Planning Group, LLC
Willow Planning Group, LLC (CRD# 174085) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Willow Planning Group, LLC
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, MA, NH
Financial Advisors at Willow Planning Group, LLC
1
Kelly Luethje (CRD# 6425128) is an Investment Advisor Representative working at Willow Planning Group, LLC in Holderness, NH and has over 9 years of experience in the finance industry.
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