FINANCIAL PLANNING, ASSET MANAGEMENT

FINANCIAL PLANNING, ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 306513). Regulatory assets under management: $2.1M.

Registration

• CRD: 306513
• Type: Registered investment adviser
• Phone: (217) 552-1038
• Latest filing: 2026-04-03
• Regulatory AUM: $2.1M
• Discretionary AUM: $2.1M
• Clients: 1
• Accounts: 4

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 306513 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search