PLANWELL FINANCIAL GUIDANCE, LLC

PLANWELL FINANCIAL GUIDANCE, LLC of BLOOMING PRAIRIE, MN is an SEC-registered investment adviser (CRD 293932). Regulatory assets under management: $55.6M.

Registration

• CRD: 293932
• Type: Registered investment adviser
• Location: 421 E. MAIN ST, BLOOMING PRAIRIE, MN, 55917
• Phone: 507-380-5558
• Latest filing: 2026-03-18
• Regulatory AUM: $55.6M
• Discretionary AUM: $55.6M
• Clients: 2
• Accounts: 366

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293932 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search