MM
Masees R. Mesdjian
PRECISION CAPITAL PLANNING
Oregon, WI
CRD#: 8284893
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MM
Masees R MesdjianPRECISION CAPITAL PLANNING
Professional summary
Masees R Mesdjian is a registered financial advisor currently at PRECISION CAPITAL PLANNING LLC located in Oregon, Wisconsin.
Masees is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Masees has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Masees R Mesdjian's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 16, 2026 - Present
PRECISION CAPITAL PLANNING LLC
RIA
CRD#: 342875
Oregon, WI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wisconsin(6/16/2026)
Current Firm
PC
PRECISION CAPITAL PLANNING LLC
PRECISION CAPITAL PLANNING LLC
CRD#: 342875 / SEC#:
Wisconsin
Registered Investment Advisory firm - (6/16/2026 Approved)Loading...
Contact information
Main Address
Oregon, WI
Mailing Address
Phone number
(608) 556-0609
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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