PERK PLANNING

PERK PLANNING of MADISON, WI is an SEC-registered investment adviser (CRD 166369).

Registration

• CRD: 166369
• Type: Registered investment adviser
• Location: 25 WEST MAIN, MADISON, WI, 53703
• Phone: 608-628-8730
• Latest filing: 2026-02-17
• Clients: 2

Business model

Compensation: Hourly, 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 166369 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search