# A TO Z FINANCIAL PLANNING LLC

A TO Z FINANCIAL PLANNING LLC of OAK CREEK, WI is an SEC-registered investment adviser.

## Registration

- CRD: 146960
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146960/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146960/similar
- Related entities: https://search.stillhousedata.com/firm/146960/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146960

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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.