WILLENBROCK FINANCIAL PLANNING

WILLENBROCK FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 148656). Regulatory assets under management: $6.1M.

Registration

• CRD: 148656
• Type: Registered investment adviser
• Phone: 217-721-4380
• Latest filing: 2025-06-19
• Regulatory AUM: $6.1M
• Discretionary AUM: $6.1M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Hourly.

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 148656 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search