INVESTMENTS & FINANCIAL PLANNING, LLC of LEXINGTON, KY is an SEC-registered investment adviser (CRD 164333). Regulatory assets under management: $318.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| David Brian Short | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | — |
| James Eric Mullins | MANAGING PARTNER | — |
| SHORT DAVID BRIAN | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | — |
| MULLINS JAMES ERIC | MANAGING PARTNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| LEXINGTON | KY | 2 | 859-543-8188 |
| LEXINGTON | KY | 2 | 859-543-8188 |