# DENTIST EXIT PLANNING

DENTIST EXIT PLANNING of WINDSOR HEIGHTS, IA is an SEC-registered investment adviser.

## Registration

- CRD: 313984
- Type: SEC-registered investment adviser
- Location: 6500 UNIVERSITY AVENUE, WINDSOR HEIGHTS, IA, 50324
- Phone: (515) 423-0671
- Latest filing: 2026-02-18
- Regulatory AUM: $6.8M
- Discretionary AUM: $4.0M
- Non-discretionary AUM: $2.8M
- Clients: 1
- Accounts: 22

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313984/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313984/similar
- Related entities: https://search.stillhousedata.com/firm/313984/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313984

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.