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Planners Financial Group, LLC Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Planners Financial Group, LLC is a financial services firm based in Milwaukee, Wisconsin. It brings together CERTIFIED FINANCIAL PLANNER professionals to provide coordinated planning and investment guidance for individuals and businesses, with a focus on retirement planning for individuals and retirees and assistance to businesses in selecting and maintaining retirement plans. The firm operates within the financial services industry, offering comprehensive personal and employer retirement planning and investment support.

Security products are provided through LPL Financial, a registered investment adviser. Securities and investment advisory services are offered through LPL Financial, and the two entities are not affiliated. Securities offerings are limited to residents of Wisconsin and Illinois; additional products and services may be available through Planners Financial Group that are not offered through LPL.

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

Planners Financial Group, LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Planners Financial Group, LLC's Leadership

  • Stylized image of a person
    J. L.
    President And Owner
    Mobile Phone
  • Stylized image of a person
    M. T.
    Partner
    Mobile Phone
  • Stylized image of a person
    N. I.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    E. K.
    Operations Manager
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    J. L.
    President And Owner
    Mobile Phone
    United StatesVirginia
    Sep 16, 2024
  • Stylized image of a person
    M. T.
    Partner
    Mobile Phone
    United StatesWisconsin
    Oct 17, 2024
  • Stylized image of a person
    N. I.
    Managing Partner
    Mobile Phone
    United StatesWisconsin
    Jun 01, 2025
  • Stylized image of a person
    E. K.
    Operations Manager
    Mobile Phone
    United StatesWisconsin
    May 30, 2026

Frequently Asked Questions

What is Planners Financial Group, LLC known for?

Minus sign iconPlus sign iconPlanners Financial Group, LLC operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconPlanners 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?

Minus sign iconPlus sign iconPlanners Financial Group, LLC has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 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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