Ap Financial Planning

Finance · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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1
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1

About Ap Financial Planning

Ap Financial Planning offers a range of financial services including investment advisory and insurance products through LPL Financial and its affiliates. The company is registered as a broker-dealer and investment advisor, catering to clients seeking assistance with retirement planning and college funding. Their services are provided by registered representatives who may also be affiliated with Educational Systems Federal Credit Union. Ap Financial Planning operates in compliance with state regulations and emphasizes the importance of understanding the risks associated with their financial products.Explore more
Popular SearchesAp Financial Planning IncAp Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Ap Financial Planning Org Chart

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WH
United States flag for contact location.

Lpl Financial Advisor

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ap Financial Planning

<$5M
11-50
Private
-
-
WH
Win HaywardLpl Financial Advisor
<$5M
1-10
Private
-
-
RS
Robert SweetFinancial Advisor
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
1-10
Private
<$5M
2014
KG
Keith GlaserFounder & Managing Director
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
2007
Kyle Williams, President at Summit Investment Group
Kyle WilliamsPresident
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ap Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ap Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ap Financial Planning.

Ap Financial Planning Tech Stack

A closer look at the technologies used by Ap Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding Ap Financial Planning

What is Ap Financial Planning's official website?
Ap Financial Planning's official website is www.apfinancialplanning.com
What is Ap Financial Planning's Revenue?
Ap Financial Planning's revenue is <$5 Million
What is Ap Financial Planning's SIC code?
Ap Financial Planning's SIC: 62,628
What is Ap Financial Planning's NAICS code?
Ap Financial Planning's NAICS: 52,523
How many employees does Ap Financial Planning have?
Ap Financial Planning has 11-50 employees
What industry does Ap Financial Planning belong to?
Ap Financial Planning is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Ap Financial Planning competition?
Ap Financial Planning top competitors include: KASE Wealth Advisors, JBG Wealth Management, Summit Investment Group, Triton Wealth
What technology does Ap Financial Planning use?
Some of the popular technologies that Ap Financial Planning uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
What does Ap Financial Planning do?

Ap Financial Planning offers a range of financial services including investment advisory and insurance products through LPL Financial and its affiliates. The company is registered as a broker-dealer and investment advisor, catering to clients seeking assistance with retirement planning and college funding. Their services are provided by registered... representatives who may also be affiliated with Educational Systems Federal Credit Union. Ap Financial Planning operates in compliance with state regulations and emphasizes the importance of understanding the risks associated with their financial products.Read More

Is Ap Financial Planning a public company?
Ap Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Ap Financial Planning

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