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Overview

Services

Advisor Services

  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Superior Capital Management LLC 3 years, 7 months Jul 2016 - Present
Ifs Securities 4 years Feb 2016 - Present
Ifs Securities 6 months Nov 2013 - May 2014
Plan Partners, LLC 6 years, 4 months Oct 2013 - Present
Fintegra, LLC 4 years Oct 2009 - Oct 2013

Designations & Memberships

  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Chartered Retirement Plans Specialist
    Designation
    Chartered Retirement Plans Specialist
    The CRPS Program is specifically targeted at professionals who design, install, and maintain retirement plans for the business community.

Articles and Answers

Insights by Jonathan Broadbent

    *Articles are published by advisors without compensation.

    Answers

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    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      Jan 17, 2020
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      1
    • as of date
      Jan 17, 2020
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Plan Partners LLC

    Last updated on Dec. 2, 2019
      • $18.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 41
        Accounts
      • $448.8K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Commissions