Although the law requires that we make certain public disclosures, it is fair to tell you with whom we do business.

All professionals providing investment advice are registered representatives of Linsco Private Ledger, and have earned NASD Series 7 registered allowing them to sell securities. PFS professionals are also licensed in Life, Health and Disability. We may only transact business in your state if we are first registered, excluded or exempted from your state's broker/dealer or investment adviser registration requirement.

IMPORTANT CONSUMER INFORMATION:

This web site does not constitute an offer of securities in any jurisdiction. Neither business transactions nor communications related to securities and/or personalized investment advice for compensation can be made without full compliance with your state's registration requirements.

The wealth consultants of Planned Financial Services, LLC are registered
representatives with and securities are offered through LPL Financial. Member FINRA/SIPC.

Licensed to Sell Life Insurance in IN, MA, MN, MD, NC, NV, TX, VA, WI, FL, IL, MI, OH and PA.

Registered to Offer Securities in IN, MA, MN, MD, NC, NV, TX, VA, WI, FL, IL, MI, OH and PA.

This web site describes a number of financial planning and/or business planning concepts that are intended for educational purposes only. Concepts presented here must be reviewed independently by you and or a tax professional because individuals purchasing insurance and investment products must rely on the advice of their own tax advisors.

Click here to view Planned Financial Services ADV part II