Plan Partners LLC
Jonathan Broadbent, CRPS®, NQPA, AIF®
Founding Partner & CEO
Beachwood, OH 44122
440-345-8003 x104
216-849-2365
jonathan@planpartners.net
www.planpartners.net
 
 




Broadridge Advisor Solutions Inc.

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Investment Advisory services offered through Plan Partners, LLC, a Registered Investment Adviser. Plan Partners, LLC is an Ohio Registered Investment Adviser and accepts clients outside of Ohio based upon applicable state registration regulations and the “de minimus” exception.

Securities offered through IFS Securities, Inc., Member FINRA/MSRB/SIPC. 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326. Securities offered through IFS Securities are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Please contact your financial advisor for information regarding specific investments. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.

Jonathan is licensed to conduct securities business as a Registered Representative in Ohio and Florida.

This communication is strictly intended for individuals residing in the state(s) of FL and OH. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2020.