FINANCIAL PLANNING RESOURCES,LLC

FINANCIAL PLANNING RESOURCES,LLC is an SEC-registered investment adviser (CRD 122779). Regulatory assets under management: $2.0M.

Registration

• CRD: 122779
• Type: Registered investment adviser
• Phone: 630-587-1341
• Latest filing: 2015-02-03
• Regulatory AUM: $2.0M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Fixed.

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 122779 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search