Professional Planning & Wealth, LLC (PP&W) provides advisory services through Osaic Advisory Services, LLC., a registered investment advisor.  Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC.  Professional Planning & Wealth, LLC and are independent of Osaic Wealth and Osaic Advisory.

Advisory services are only offered to clients or prospective clients where PP & W and its representatives are properly licensed. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by PP & W unless a client service agreement is in place.

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Form ADV Part 2A  

Chris Beard – Form ADV Part 2B 

Jesse Hansford – Form ADV Part 2B 

Random Gleanings & A$AP Finance Disclosures:

The commentary on this website, PP&W’s YouTube channel, and all social media reflects the personal opinions, viewpoints and analyses of PP&W employees or guests providing such comments, and should not be regarded as a description of advisory services provided by Professional Planning & Wealth or performance returns of any PP&W Investments client.

The views reflected in the commentary are subject to change at any time without notice, and are only intended to provide education about the financial industry. Nothing on this website or social media constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person.  Any past performance discussed is no guarantee of future results.

Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Professional Planning & Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Advisory services are only offered to clients or prospective clients where Professional Planning & Wealth are properly licensed, and no advice may be rendered by PP&W unless a client service agreement is in place.  Investments in securities involve the risk of loss of principal. 

Hyperlinks:

PP&W will occasionally provide links for your convenience to websites produced by other providers or industry-related material. Accessing websites through links directs you away from our website. PP&W is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.