# KAUFMAN & CO FINANCIAL PLANNING INC

KAUFMAN & CO FINANCIAL PLANNING INC of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 105238
- Type: SEC-registered investment adviser
- SEC file number: 801-22114
- Location: 200 PUBLIC SQUARE, SUITE 2500, CLEVELAND, OH, 44114
- Phone: 216-830-1111
- Latest filing: 2005-03-31
- Regulatory AUM: $30.0M
- Non-discretionary AUM: $30.0M
- Clients: 1
- Accounts: 300

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [SMITH LORINE ANN](https://search.stillhousedata.com/person/730748) | EXECUTIVE VP | — |
| [BRADY MICHAEL CAMERON](https://search.stillhousedata.com/person/745389) | DIRECTOR | — |
| [KAUFMAN CAROLYN CHAMBERS](https://search.stillhousedata.com/person/760826) | PRESIDENT | — |
| [SOMES KATHERINE ANN](https://search.stillhousedata.com/person/762318) | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105238/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105238/similar
- Related entities: https://search.stillhousedata.com/firm/105238/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105238

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.