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Brian Charles Planz

Allstate Financial Services, LLC

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About Brian Charles Planz

Brian Planz has been in the financial services industry since June 2000. Brian is currently registered with Allstate Financial Services, LLC, and has been with the firm since December 2000. Brian is Series 6 and SIE licensed, and holds registrations in Florida and Ohio. Previously, Brian was registered with State Farm VP Management Corp. in Illinois.

Firm Information

Brian Planz is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brian Planz’s Registration & Firm History

OH

12/08/2000 - Present

Allstate Financial Services, LLC (Findlay OH)

IL

01/30/1998 - 08/05/1998

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Charles Planz.
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