Premier Planning Group

Premier Planning Group

Financial Services United States 31 employees
Employees
31
Contacts
2
Emails
2
Phones
2

Premier Planning Group Overview

Headquarters
United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
31
Founded
1993
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Premier Planning Group

We provide financial advice to success-driven professionals and businesses through one-on-one customized financial solutions and services. Our competitive advantage is our ability to design personalized services. Representatives offer products and services using the following business names: Premier Planning Group, Inc. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with Premier Planning Group, Inc. or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Premier Planning Group Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Premier Planning Group Org Chart

Sample employees and titles
Name Title Contact
Mike Weckenbrock, Jd, Chfc, Clu Attorney & Financial Advisor
View
Mike Polin Wealth Management, Managing Partner
View
Frank Hennessey, Aif®, Chfc® Financial, Lifestyle and Legacy
Email Phone
James Brown Registered Investment Advisor
Email Phone

Employees by Management Level

Individual contributor 17 profiles
Associate / junior 4 profiles
Manager 3 profiles
Executive 1 profile
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 8 8 2
Finance 6 6 3
Executive 2 2 2
Sales 1 1 0

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