Our full service team of financial planning professionals is headquartered in Bismarck, North Dakota, with satellite offices in Garrison and Center, and a full-time branch in Stanley, North Dakota. We take the time necessary to help our clients understand the principals of investing and risk management so they can make better investment choices. We offer financial planning and investment advisory
services, life and long-term care insurance solutions, mutual and exchange traded funds, stocks, bonds and much more.
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Planningteam Financial Advisors, conveniently headquartered in the American Bank Center building in downtown Bismarck, provides professional investment services through Investment Centers of America, Inc. (ICA), one of the largest independent broker/dealer networks in the nation. ICA is a true local success story, established in Bismarck in 1985, with Planningteam Financial Advisors (formerly known as the Investment Centers of America, Inc.) as the company’s very first office. ICA now serves clients in over 250 independent offices from coast to coast. Please refer to “Locations” under the “About Us” tab for directions to our Stanley, Garrison and Center offices.
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Our mission is to offer premier financial planning services to our clients with uncompromising integrity. Our advisors share nearly a century of combined experience in providing solutions to the financial planning challenges of our clients. We believe in PROFESSIONALISM. Credentials held by our advisors include CERTIFIED FINANCIAL PLANNER® Professional (CFP®), Accredited Investment Fiduciary® Designee (AIF®), and the Masters of Business Administration (MBA) degree. And we believe in creating an EXCEPTIONAL CUSTOMER SERVICE experience with the help of our staff of friendly, knowledgeable and experienced registered assistants.
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* Professional financial planning to help you realize your financial goals. * Estate tax planning to help lower your tax bill, now and in the future. * Retirement planning to help maximize your savings before and during retirement. * Educational funding suggestions for your children’s higher education. * We feature a wide range of investment opportunities to help meet your needs: - Financial Planning - RA’s & IRA Rollovers - Estate Planning - Employee Retirement Accounts - Retirement Planning - Life, Disability & Long-Term Car Insurance - Mutual Funds - Annuities – Fixed & Variable - Stocks & Unit Investment Trusts - Charitable Giving - Corporate, Municipal & Government Bonds With your customized financial services planning profile, WE CAN HELP YOU determine where you are financially, analyze your needs and goals, and create a practical strategy to help meet those goals. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), Certified Financial Planner (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through LPL Financial. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Planningteam Financial Advisors are separate entities from LPL Financial. Market commentary or content is for informational purposes only. Please contact your financial advisor for advice about your specific situation. Past performance is not indicative of future results and investing involves risk and possible loss of principal capital. Third party content does not reflect the views of NewEdge Advisors, LLC or LPL Financial and have not been reviewed by either entity for accuracy or completeness. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit: www.planningteam.com
