# XELAN FINANCIAL PLANNING

XELAN FINANCIAL PLANNING of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 123794
- Type: SEC-registered investment adviser
- SEC file number: 801-61666
- Location: 401 WEST A STREET, SUITE 2210, SAN DIEGO, CA, 92101
- Phone: 619-232-0444
- Latest filing: 2005-11-14
- Clients: 51

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [GUESS LEWIS DONALD](https://search.stillhousedata.com/person/779576) | MAJORITY OWNER; MAJORITY OWNER/CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| [MURPHY MELISSA](https://search.stillhousedata.com/person/789547) | SECRETARY | — |
| [LOCKO STEPHEN MICHAEL](https://search.stillhousedata.com/person/800950) | EXECUTIVE VICE PRESIDENT | — |
| [WACHENDORFER CHARLES FRANCIS](https://search.stillhousedata.com/person/800951) | PRESIDENT | — |
| [WASCHER HEATHER LYNNE](https://search.stillhousedata.com/person/800952) | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123794/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123794/similar
- Related entities: https://search.stillhousedata.com/firm/123794/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123794

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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.