GREAT PLAINS FINANCIAL SERVICES, LLP

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
FARGO, North Dakota
CRD number
42141
Registered since
April 9, 1997

Firm profile

FINTRX

Overview

Great Plains Financial Services, LLP is an SEC-registered advisory firm that has been on the SEC roster since 1997. The entity is organized in an atypical legal form (listed as "Other Types of Legal Formation") and is owned by an individual. Public data classifies the firm as unclassified for business type and indicates it does not self-identify as a capital allocator, an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm did not provide details in the source material about its client segments, fee schedules, core business activities, or the specific advisory services it offers.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JEFFREY WALLGREN

    Owner, Registered RepresentativeCRD 5998714

  • RICHARD ENGEN

    Managing MemberCRD 2528314

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth