Toni Marie Wander
Investment adviser representative at Pearl Planning
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$329.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Pearl PlanningJul 2025 to now
- Stephens Consulting, LLCJan 2023 to now
- Legacy Wealth PlanningFeb 2019 to Jan 2023
- Old National BankFeb 2014 to Feb 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Pearl Planning
Legal name: Pearl Planning, LLC
$329.2MAssets managed
305Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5747836
- Firm CRD
- 336568