A TO Z FINANCIAL PLANNING LLC

A TO Z FINANCIAL PLANNING LLC of OAK CREEK, WI is an SEC-registered investment adviser (CRD 146960). Regulatory assets under management: $49.8M.

Registration

• CRD: 146960
• Type: Registered investment adviser
• Location: 7071 S. 13TH STREET, OAK CREEK, WI, 53154-1466
• Phone: 414-856-9800
• Latest filing: 2026-01-16
• Regulatory AUM: $49.8M
• Discretionary AUM: $49.8M
• Clients: 2
• Accounts: 371

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 146960 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search