PLANNED FINANCIAL SECURITY

PLANNED FINANCIAL SECURITY is an SEC-registered investment adviser (CRD 141924). Regulatory assets under management: $41.5M.

Registration

• CRD: 141924
• Type: Registered investment adviser
• Phone: 863-588-7000
• Latest filing: 2025-02-21
• Regulatory AUM: $41.5M
• Discretionary AUM: $41.5M
• Clients: 1
• Accounts: 55

Business model

Compensation: % of AUM.

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 141924 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search