What departments does Planners Financial Group, LLC have?

Planners Financial Group, LLC has employees across 1 departments including Operations.

What is the largest department at Planners Financial Group, LLC?

The largest department at Planners Financial Group, LLC is Operations with 1 employees.

Where are Planners Financial Group, LLC employees located globally?

Planners Financial Group, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Planners Financial Group, LLC's team size changed over time?

Planners Financial Group, LLC's team has remained stable from approximately 2 to 2 employees based on available data.

Planners Financial Group, LLC Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

"Planning Your Future Together" Planners Financial Group, LLC has a team of qualified financial planners that complement one another in experience to help you with all your financial planning and investment needs. Whether you are planning for retirement or are already a retiree, we have the knowledge and experience that can help you address your financial objectives. We also help plan the financial futures of individuals and assist businesses with selecting and maintaining a retirement plan. Go to the link below to learn more about what Planners Financial can do for you. http://www.plannersfinancialgroup.com/Why-Choose-Our-Company.2.htm Why choose a CERTIFIED FINANCIAL PLANNER™ CFP® certification is recognized as the highest standard in personal financial planning. As a CFP® Nick Ignatowski and Mike Taylor must follow a strict code of ethics. As the customer you shouldn't settle for anything less than a true professional. Go to the link below to learn why working with a CFP® is important. http://www.plannersfinancialgroup.com/Why-Choose-A-CFP.1.htm Go to the link below to view our Team members. http://www.plannersfinancialgroup.com/agents.cfm This is not an offer to sell securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to the residents of Wisconsin and Illinois. Securities and investment advisory services are offered solely through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. LPL Financial and Planners Financial Group, LLC are not affiliated. Additional products and services may be available through Planners Financial Group that are not offered through LPL. Representatives of LPL Financial do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Find Planners Financial Group, LLC employees' phone numbers or email addresses

Planners Financial Group, LLC Global Highlights

North America
6

United States Of America
6

Planners Financial Group, LLC's Leadership

J. L.
President And Owner
Mobile Phone
Email
M. T.
Partner
Mobile Phone
Email
N. I.
Managing Partner
Mobile Phone
Email
E. K.
Operations Manager
Mobile Phone
Email

Planners Financial Group, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Planners Financial Group, LLC

Name

Title

Contact Info

Location

Last Update

J. L.
President And Owner
Mobile Phone
Email
United StatesVirginia
Sep 16, 2024
M. T.
Partner
Mobile Phone
Email
United StatesWisconsin
Oct 17, 2024
N. I.
Managing Partner
Mobile Phone
Email
United StatesWisconsin
Jun 01, 2025
E. K.
Operations Manager
Mobile Phone
Email
United StatesWisconsin
Feb 18, 2026

Frequently Asked Questions

What is Planners Financial Group, LLC known for?

Planners Financial Group, LLC operates in the Financial Services industry. The company's main headquarters is located in 10909 West Greenfield Avenue Suite 201 Milwaukee, Wisconsin 53214 United States; you can contact the main corporate office by phone at

+1-414-282-****

. Explore Planners Financial Group, LLC's company overview page for more information.

What is Planners Financial Group, LLC's most common email format?

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

How many employees does Planners Financial Group, LLC have currently?

Planners Financial Group, LLC has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Planners Financial Group, LLC's key employees and leadership?

As of February 2026, Planners Financial Group, LLC's key employees include:

President And Owner: J. L.
Partner: M. T.
Managing Partner: N. I.
Operations Manager: E. K.

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