About My Practice
Stan Mock, CFP® is the owner of Financial Planning Services, LLC. Stan is a Registered Representative, Registered Principal of The O.N. Equity Sales Company,
Member FINRA/SIPC, and an Investment Advisor Representative of O.N. Investment Management Company, a Registered Investment Advisory firm. He has over 41 years of experience in financial planning, retirement planning, and related areas of risk, insurance and investment management. Stan works with a select clientele interested in reducing income taxes and accumulating additional wealth.
Stan was listed among “The Best Financial Planners in the United States” by Money magazine and has been included in the Marquis “Who’s Who in America.” Stan is a past President of the International Association of Financial Professionals (now FPA); a past Board Member of Financial Planning Association; a past Board Member of The Society of Financial Service Professionals-Southern Idaho Chapter; a past Board Member of the Boise Association of Insurance and Financial Advisors; and a National Management Award winner for 27 years. In addition, Stan served over 12 years on Ohio National Financial Services’ Field Advisory Board.
He has been a member of The National Association of Financial and Insurance
Advisors for 41 years and a member of the General Agents and Managers Association for 38 years. In 2003, he was awarded the Edward R. Glennon Award of Excellence by the Boise Association of Insurance and Financial Advisors. Stan is a current member of the MDRT (Million Dollar Round Table), a professional organization consisting of the top life insurance and financial services producers around the world. Stan is an active member of Business Network International (BNI), a member of Financial Planning Association, (FPA), and a member of the Arid Club, Boise,ID.
Started in 1978, Financial Planning Services, LLC is owned by Stan and his wife, Deloris and serves thousands of clients. Financial Planning Services, LLC has a support staff of four Administrative Assistants, 11 Financial Planners and Registered Representatives and numerous producers throughout the State of Idaho.
Stan has over forty-one years of experience in the financial services industry, and works with a selected group of clients who are interested in reducing tax liability and creating additional wealth.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance: ID, WA, OR, UT, Health/disability insurance: ID, WA, OR, UT, Fixed annuities: ID, WA, OR, UT, Variable annuities: ID, WA, OR, UT
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Series 6, 63, 7, 22, 65, 24
The O.N. Equity Sales Company
Securities Offered Through The O.N. Equity Sales Company. Member FINRA/SIPC
Considerations: Specialize in Unit Investment Trusts
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.