Financial Planning Services, LLC Employee Directory

Financial ServicesIdaho, United States2-10 Employees

Founded in 1978, our focus has always been on helping clients realize their goals and dreams. Visit our website today at www.fps4u.com or call to make an appointment at 208-853-4600. Come see what sets us apart!

Securities Offered Through The O.N. Equity Sales Company. Member FINRA/SIPC.
Investment Advisory Services Offered Through O.N. Investment Management Company.

Find Financial Planning Services, LLC employees' phone numbers or email addresses

Financial Planning Services, LLC Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Financial Planning Services, LLC's Leadership

  • Stylized image of a person
    S. M.
    Founder And Registered Principal
    Phone icon
  • Stylized image of a person
    A. B. C.
    Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    C. M.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    B. B.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    C. J.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    O. B.
    Registered Representative
    Phone icon
  • Stylized image of a person
    T. M.
    Planning
    Phone icon
  • Stylized image of a person
    R. R.
    Investment Advisor
    Phone icon

Financial Planning Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Financial Planning Services, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. M.
    Founder And Registered Principal
    Phone icon
    United StatesIdaho
    Jan 27, 2026
  • Stylized image of a person
    A. B. C.
    Investment Advisor Representative
    Phone icon
    United StatesIdaho
    Sep 10, 2025
  • Stylized image of a person
    C. M.
    Administrative Assistant
    Phone icon
    United StatesIdaho
    Aug 22, 2025
  • Stylized image of a person
    B. B.
    Administrative Assistant
    Phone icon
    United StatesIdaho
    Jul 26, 2024
  • Stylized image of a person
    C. J.
    Financial Advisor
    Phone icon
    United StatesNebraska
    Feb 10, 2026
  • Stylized image of a person
    O. B.
    Registered Representative
    Phone icon
    United StatesIdaho
    Oct 16, 2024
  • Stylized image of a person
    T. M.
    Planning
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    R. R.
    Investment Advisor
    Phone icon
    United StatesIdaho
    Oct 21, 2025

Frequently Asked Questions

What is Financial Planning Services, LLC known for?

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Financial Planning Services, LLC was founded in 1978 operates in the Financial Services industry. The company's main headquarters is located in 3601 North Lake Harbor Lane Boise, Idaho 83703 United States; you can contact the main corporate office by phone at . Explore Financial Planning Services, LLC's company overview page for more information.

What is Financial Planning Services, LLC's most common email format?

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Financial Planning Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Planning Services, LLC email formats with LeadIQ.

How many employees does Financial Planning Services, LLC have currently?

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Financial Planning Services, LLC has approximately 7 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Financial Planning Services, LLC's key employees and leadership?

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As of January 2026, Financial Planning Services, LLC's key employees include:

  • Founder And Registered Principal: S. M.
  • Investment Advisor Representative: A. B. C.
  • Administrative Assistant: C. M.
  • Administrative Assistant: B. B.
  • Financial Advisor: C. J.

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