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About Advanced Planning Advisors |
| At Advanced Planning Advisors, we focus on Retirement Management. We provide our clients with an
unbiased view and plan of action to help meet their objectives. Our loyalty is solely to our
clients, so our trusted Advisors choose the products and programs that will best suit the client
and not the Advisors. If you are looking for seasoned professionals in Retirement Plan
Management, Financial Asset Management, Life Insurance or Long Term Care Insurance, we are
confident that you will find the answers you have been seeking at our client-focused firm. As
Fiduciaries, we are required to act in the best interest of our clients. |
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General Information |
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| Name of Custodial Firm: |
TD Ameritrade
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| States Licensed in: |
AZ,CT,FL,GA,IL,MN,MS,NJ,NC,SC
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| States Willing to do Business in: |
Aurora,Bartlett,Batavia,Bensenville,Bolingbrook,Carol Stream,Darien,Des Plaines,Downers Grove,Elmhurst,Geneva,Glen Ellyn,Hinsdale,La Grange,Lemont,Lisle,Lombard,Naperville,North Aurora,Oak Brook,Oswego,Plainfield,Saint Charles,Sugar Grove,Warrenville,West Chicago,Western Springs,Westmont,Wheaton,Winfield,Woodridge
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| Years of Experience in Financial Services: |
8
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| Number of Years with Current Firm: |
8
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Qualifications & Memberships |
| Securities Licenses: |
Series 65
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| Insurance and Annuity Licenses: |
Life, Annuity
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Firm Information |
| Firm's Number of Clients: |
300+
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| Firm's Number of Planning Clients: |
300+
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| Firm's Number of Managed Clients: |
250+
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| Assets Managed by Firm: |
$85,000,000.00
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| Assets Managed by Advisor: |
$48,000,000.00
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| Prepared By: |
Rob Kirvan |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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What services do you provide? What are your specialties? |
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We are Financial Planners. We specialize in Retirement Planning and account management. |
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What is your experience? How many clients do you currently manage? |
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I am a Fiduciary, required by law to act in the best interest of my clients. I currently manage over 100 clients. |
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What financial institution(s) do you represent? |
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How do you charge for your services? |
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We are Fee based depending on account size. |
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Do you provide a free initial consultation? |
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Why should I choose you as my financial advisor? |
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If you are within 10 years of Retirement or already Retired, our firm can make your overall situation better. |
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