# PLANVEST, LLC

PLANVEST, LLC of BLAIR, NE is an SEC-registered investment adviser.

## Registration

- CRD: 309669
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309669/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309669/similar
- Related entities: https://search.stillhousedata.com/firm/309669/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309669

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.