# MICELI FINANCIAL PLANNING, INC

MICELI FINANCIAL PLANNING, INC is an SEC-registered investment adviser.

## Registration

- CRD: 113389
- Type: SEC-registered investment adviser
- SEC file number: 801-113340
- Phone: 720-502-5987
- Latest filing: 2018-05-01
- Regulatory AUM: $108.7M
- Discretionary AUM: $108.7M
- Clients: 3
- Accounts: 400

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| HATFIELD NICHOLAS L | VICE PRESIDENT/SECRETARY/SHAREHOLDER | — |
| HEINZ DAVID BARCLAY | PRESIDENT/SHAREHOLDER/CCO | — |
| Miceli Kristina D | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113389/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113389/similar
- Related entities: https://search.stillhousedata.com/firm/113389/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113389

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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.