Great Plains Financial Services, LLP
Firm details
- Headquarters
- Fargo, North Dakota
- CRD number
- 42141
- Registered since
- April 9, 1997
Firm profile
FINTRXOverview
Great Plains Financial Services, LLP is an SEC-registered advisory firm originally registered in 1997 and organized under an "other" legal formation. Ownership is held by an individual, and the firm is listed under an unclassified regulatory category. Publicly provided metadata indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser and is not newly formed; it also does not identify itself as a pension consultant or a related adviser. The firm has not supplied detail about its client segments, fee schedules, core business lines, or specific advisory activities. That absence limits what can be said about its target clients, service model, or investment process from the available source material.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Jeffrey Wallgren
Owner, Registered RepresentativeCRD 5998714
Richard Engen
Managing MemberCRD 2528314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fargo, ND
Cass
Location
Fargo, ND
Headquartered in Fargo, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.
- Metro area
- Fargo-Wahpeton, ND-MN
- Region
- Midwest
- County
- Cass
- Address
- 6048 31st St S
- Time zone
- CT (UTC-6)
- Office locations
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