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FIRM PROFILE
Overview
GREAT PLAINS FINANCIAL SERVICES, LLP is located at 6048 31st St S, Fargo, ND 58104 and was first established at Kansas City, North Dakota in 05/07/1997. After operating for 29 years, GREAT PLAINS FINANCIAL SERVICES, LLP has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of GREAT PLAINS FINANCIAL SERVICES, LLP’s clients are individuals and 0% of their clients are high net worth individuals. GREAT PLAINS FINANCIAL SERVICES, LLP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at GREAT PLAINS FINANCIAL SERVICES, LLP are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access GREAT PLAINS FINANCIAL SERVICES, LLP‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at GREAT PLAINS FINANCIAL SERVICES, LLP. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for GREAT PLAINS FINANCIAL SERVICES, LLP Comes From
Understanding the Statistics for GREAT PLAINS FINANCIAL SERVICES, LLP and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
6048 31st St S, Fargo, ND 58104
Po Box 11087, Fargo, ND 58106-1087
Small
(701) 222-3017
North Dakota since 05/07/1997
Other Types of Legal Formation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at GREAT PLAINS FINANCIAL SERVICES, LLP
Jeffrey Charles Wallgren
Richard William Engen
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