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 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
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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