MVK FINANCIAL PLANNING, LLC

MVK FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 159689). Regulatory assets under management: $12.4M.

Registration

• CRD: 159689
• Type: Registered investment adviser
• Phone: 573-694-5997
• Latest filing: 2026-02-04
• Regulatory AUM: $12.4M
• Discretionary AUM: $796K
• Non-discretionary AUM: $11.6M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Hourly, Fixed.

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 159689 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search