CONKLIN FINANCIAL PLANNING

CONKLIN FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 148755).

Registration

• CRD: 148755
• Type: Registered investment adviser
• Phone: 845-629-4391
• Latest filing: 2026-03-25
• Clients: 1

Business model

Compensation: Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148755 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search