FINANCIAL PLANNING CENTER

FINANCIAL PLANNING CENTER is an SEC-registered investment adviser (CRD 167957). Regulatory assets under management: $11.5M.

Registration

• CRD: 167957
• Type: Registered investment adviser
• Phone: 414-380-9087
• Latest filing: 2026-03-24
• Regulatory AUM: $11.5M
• Non-discretionary AUM: $11.5M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM.

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 167957 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search