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PLEXUS FINANCIAL SERVICES, LLC

21805 Field Parkway
Suite 320
Deer Park, Illinois 60010
Tel: 847-307-6222

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About PLEXUS FINANCIAL SERVICES, LLC

PLEXUS FINANCIAL SERVICES, LLC, formally registered with the SEC as PLEXUS FINANCIAL SERVICES, LLC. The firm was established in 04/01/2015. They have over 3 offices throughout the country.

PLEXUS FINANCIAL SERVICES, LLC is a Deer Park, Illinois based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153132
SEC#801-81192
Assets Managed by Firm$0
No. of Clients0
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Pesnsion consulting services
  • Education seminars/workshops
  • Other (PROVIDE MENU OF CUSTODIAL VENDORS & OTHER GENERAL CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM

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