Financial Planning Services, LLC Employee Directory

Q: What is Financial Planning Services, LLC known for?

Financial Planning Services, LLC was founded in 1978. Financial Planning Services, LLC operates in the Financial Services industry.

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

North America
10

United States Of America
10

Financial Planning Services, LLC's Leadership

S. M.
Founder And Registered Principal
Mobile Phone
Email
A. B. C.
Investment Advisor Representative
Mobile Phone
Email
C. M.
Administrative Assistant
Mobile Phone
Email
B. B.
Administrative Assistant
Mobile Phone
Email
C. J.
Financial Advisor
Mobile Phone
Email
O. B.
Registered Representative
Mobile Phone
Email
T. M.
Planning
Mobile Phone
Email
R. R.
Investment Advisor
Mobile Phone
Email

Financial Planning Services, LLC Employee Metrics

100%

50%

2026

2025

Community & Social Services
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Financial Planning Services, LLC

Name

Title

Contact Info

Location

Last Update

S. M.
Founder And Registered Principal
Mobile Phone
Email
United StatesIdaho
Jan 27, 2026
A. B. C.
Investment Advisor Representative
Mobile Phone
Email
United StatesIdaho
Sep 10, 2025
C. M.
Administrative Assistant
Mobile Phone
Email
United StatesIdaho
Aug 22, 2025
B. B.
Administrative Assistant
Mobile Phone
Email
United StatesIdaho
Jul 26, 2024
C. J.
Financial Advisor
Mobile Phone
Email
United StatesNebraska
Feb 10, 2026
O. B.
Registered Representative
Mobile Phone
Email
United StatesIdaho
Oct 16, 2024
T. M.
Planning
Mobile Phone
Email
Oct 22, 2024
R. R.
Investment Advisor
Mobile Phone
Email
United StatesIdaho
Oct 21, 2025

Frequently Asked Questions

What is Financial Planning Services, LLC known for?

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

+1-208-853-****

. Explore Financial Planning Services, LLC's company overview page for more information.

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

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?

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?

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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