PLANVEST, LLC

PLANVEST, LLC of BLAIR, NE is an SEC-registered investment adviser (CRD 309669). Regulatory assets under management: $46.7M.

Registration

• CRD: 309669
• Type: Registered investment adviser
• Location: 1526 WASHINGTON ST., BLAIR, NE, 68008
• Phone: 402-426-9833
• Latest filing: 2026-01-21
• Regulatory AUM: $46.7M
• Discretionary AUM: $44.8M
• Non-discretionary AUM: $1.9M
• Clients: 1
• Accounts: 249

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 309669 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search