Neil Krishnaswamy- Financial Advisor McKinney, TX

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About Neil Krishnaswamy

Krishna Wealth Planning LLC is an investment advisor firm located in McKinney, Texas. We serve clients both in the Dallas area and virtually across the country. Our primary aim is to help our clients live their best possible lives in the present while securing a better future.

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General Information

Firm Start Year

2019

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors - Electrical Engineering

Purdue University
09/01/1997 -05/01/2002

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.indyfin.com/public/220851/ADV.pdf
https://www.indyfin.com/public/220851/DISCLOSURE.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888681/paladinregistry-Krishna-Wealth-Planning-LLC-detailed-disclosure.html

Disclaimer

Krishna Wealth Planning LLC is an Investment Advisor registered with the State of Texas and in other jurisdictions where exempt from registration. Please contact us at 214-901-7526 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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Neil Krishnaswamy

Krishna Wealth Planning LLC