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 that first registered in 1997. The entity is organized under a nonstandard legal form listed as "Other Types of Legal Formation" and is owned by an individual. The firm's classification is recorded as unclassified. The available record flags several operational attributes: it is not identified as a capital allocator, is not an active ESG investor, and is not designated a multi-state adviser. It is also not listed as a pension consultant, related adviser, or a newly formed adviser. Public-facing details about its fee schedule, specific advisory activities, and client segments are limited in the dataset.
Assets & Accounts
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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