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Mbs Financial Planning Services, Inc

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 15, 2019
    • $566.6M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 407
      number of clients
    • $1.4M
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Firm Client types

Advisors

Current Advisors

# of advisors

11

name start date
Mario Christopher Giganti
August 2002
Glen Hahlen, CFP®, AIF®
May 2011
Nathan J. Bopp, MBA, AIF®, CFP®
January 2008
Thomas Grey Kennedy
April 2018
Kevin Michael Spray
February 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Capfinancial Securities, LLC. Broker-Dealer $116,235,182,347
    Captrust -- --
    Pensionmark Financial Group, LLC IAR $18,441,771,035

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Mark William Fearigo Vice President September, 1992 25% to 50%
      Mario Christopher Giganti President January, 2008 25% to 50%
      Nathan John Bopp Vice President December, 2018 5% to 10%
      Glen Brenneman Hahlen Vice President December, 2018 5% to 10%
      Brenda L Winslow Chief Compliance Officer March, 2015 less than 5%
        Source: SEC

        Fees

        Fee Only Firm
        $
        This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

        Types of Compensation Arrangements

        • Percentage Of Assets