PHARMD FINANCIAL PLANNING LLC

PHARMD FINANCIAL PLANNING LLC of OWATONNA, MN is an SEC-registered investment adviser (CRD 311179). Regulatory assets under management: $35.1M.

Registration

• CRD: 311179
• Type: Registered investment adviser
• Location: 125 28TH ST. NE, OWATONNA, MN, 55060
• Phone: 507-215-0930
• Latest filing: 2026-02-09
• Regulatory AUM: $35.1M
• Discretionary AUM: $35.1M
• Clients: 1
• Accounts: 122

Business model

Compensation: 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 311179 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search