The Planning Group
Financial Services • 
Battle Creek, Michigan, United States • 11-20 Employees
Company overview
| Headquarters | 500 Country Pine Lane, Suite 1, Battle Creek, Michigan 49015, US |
| Phone number | +12699798700 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Tax Planning, Educational Funding, Retirement Planning, Life Insurance, Financial Planning, Benefit Planning |
| Founded | 1999 |
| Employees | 11-20 |
| Socials |
Key Contact at The Planning Group
Tyler Ewen
Director Of Financial Planning & Investments
The Planning Group Email Formats
The Planning Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@tpgbc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@tpgbc.com | 100% |
About The Planning Group
The Planning Group is an independent financial advisory firm who believes education is the key to achieving financial success. We work alongside our clients throughout the financial planning process, educating and coaching them through all of life's challenging financial decisions. Our multi-diciplined team assists clients with financial planning, investment management, risk management, and estate planning. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Planning Group is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 844-553-7872.
The Planning Group revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Planning Group has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
The Planning Group has never raised funding before.
The Planning Group Tech Stack
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Frequently asked questions
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