STRATEGIC FINANCIAL PLANNING, INC.

STRATEGIC FINANCIAL PLANNING, INC. of MINNETONKA, MN is an SEC-registered investment adviser (CRD 121007). Regulatory assets under management: $6.3M.

Registration

• CRD: 121007
• Type: Registered investment adviser
• Location: 601 CARLSON PARKWAY SUITE 1050, MINNETONKA, MN, 55305
• Phone: 952-475-6311
• Latest filing: 2026-03-30
• Regulatory AUM: $6.3M
• Discretionary AUM: $6.3M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121007 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search