K&J Planning Group

Finance · Alaska, United States · 1-10 Employees

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Overview

Headquarters

851 E Westpoint Dr Ste 209, Wasilla, Ala...

Phone Number

(907) 376-8373

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About K&J Planning Group

K&J Planning Group specializes in financial planning and money management, helping clients manage over $200 million in investment assets. Their services include 401k rollovers, financial organization, and strategies for Roth IRAs and inheritances. The firm focuses on achieving clients' financial goals through personalized advice and extensive experience. Based in Alaska, they cater to individuals seeking better control over their finances and investment strategies.Explore more
K&J Planning Group's Social MediaPopular SearchesK&J Planning Groupkjplanninggroup.comSIC Code 62,628NAICS Code 52,523Show more

K&J Planning Group Org Chart

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Registered Administrative Assistant

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Lpl Financial Advisor

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Advisor Assistant

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Compare insights from companies similar to K&J Planning Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

K&J Planning Group

<$5M
1-10
Private
-
-
ST
Sade ToppsRegistered Administrative Assistant
<$5M
1-10
Private
-
2011
ME
Michael EricksonFinancial Advisor
<$5M
1-10
Private
-
2005
SH
Savanah HarringtonManager, Operations
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
-
BD
Brian DiehlmanFinancial Advisor
<$5M
1-10
Private
-
-
CG
Christian GoekeDirector, Financial Planning
<$5M
1-10
Private
-
-
DW
Diedra WilliamsClient Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

K&J Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

K&J Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about K&J Planning Group.

K&J Planning Group Tech Stack

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Frequently Asked Questions Regarding K&J Planning Group

What is K&J Planning Group's official website?
K&J Planning Group's official website is www.kjplanninggroup.com
What is K&J Planning Group's Revenue?
K&J Planning Group's revenue is <$5 Million
What is K&J Planning Group's SIC code?
K&J Planning Group's SIC: 62,628
What is K&J Planning Group's NAICS code?
K&J Planning Group's NAICS: 52,523
How many employees does K&J Planning Group have?
K&J Planning Group has 1-10 employees
What industry does K&J Planning Group belong to?
K&J Planning Group is in the industry of: Finance, Securities Trading
What is K&J Planning Group competition?
K&J Planning Group top competitors include: Logic Wealth Strategies, ArroWealth Financial, Gray Barkosky Group, Core Wealth
What technology does K&J Planning Group use?
Some of the popular technologies that K&J Planning Group uses are: GoDaddy DNS, Caronet
How do I contact K&J Planning Group?
K&J Planning Group contact info: Phone number: (907) 376-8373 Website: www.kjplanninggroup.com
What does K&J Planning Group do?

K&J Planning Group specializes in financial planning and money management, helping clients manage over $200 million in investment assets. Their services include 401k rollovers, financial organization, and strategies for Roth IRAs and inheritances. The firm focuses on achieving clients' financial goals through personalized advice and extensive exper... ience. Based in Alaska, they cater to individuals seeking better control over their finances and investment strategies.Read More

What are K&J Planning Group social media links?
K&J Planning Group Facebook page
Is K&J Planning Group a public company?
K&J Planning Group is private company therefore does not currently have an official ticker symbol
See more information about K&J Planning Group

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