Investment adviser · CRD 6751

PLANNERS FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

MENDOTA HEIGHTS, MN, United States · Form ADV filed Mar 22, 2023

Regulatory AUM: $96.4M
Client accounts: 501
Employees: 2
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	43	$68,999,043	71.6%
Individuals	141	$27,367,528	28.4%
Government entities	1	$4,327	0.0%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Corporations & businesses	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 1727941 · Mar 22, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 22, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

1210 NORTHLAND DRIVE, SUITE 190
MENDOTA HEIGHTS, MN, 55120, United States

CRD 6751

Filing source

Form ADV 1727941 · Mar 22, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.