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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-15-2003
- Office Locations
- 2
Office Locations
About M & I Financial Planning Services
M & I Financial Planning Services provides integrated financial planning and investment management for individuals, families, and business owners, coordinating tax planning, insurance, and estate considerations. Advisors focus on senior managers, self-employed, and family-owned businesses, with planning across retirement and education goals. Investment approach is ETF-heavy, and the team publishes market and planning updates twice weekly.
Team overview
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Owner & Executives
MARINA ESTELA GALEANO
Financial Analyst, President
- CRD
- #2748833
- Ownership
- Less than 5%
IRWIN MARC MILCH
Chief Financial Officer
- CRD
- #2685076
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,623,311 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,623,311 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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