Comprehensive Planning Partners, LLC is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
| Website | http://planningpartnersllc.com |
| Revenue | $25 million |
| Employees | 1 (1 on RocketReach) |
| Address | 3627 Lakeview Trl, Eagan, Minnesota 55122, US |
| Phone | +1 612-701-4408 |
| Fax | (651) 340-7799 |
| Industry | Finance General, Finance |
| Competitors | JLB Wealth Management Group LLC, Ivory Wealth Management, Inc., Synergy Financial Group (view competitors) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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Comprehensive Planning Partners Questions
The Comprehensive Planning Partners annual revenue was $25 million in 2026.
1 people are employed at Comprehensive Planning Partners.
Comprehensive Planning Partners is based in Eagan, Minnesota.
The NAICS codes for Comprehensive Planning Partners are [5239, 523, 52, 52393].
The SIC codes for Comprehensive Planning Partners are [628, 62].
Top Comprehensive Planning Partners Employees
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Brian Raab
Financial Advisor at Comprehensive Planning Partners
Burnsville, MN, US1
