# COPLANNING FINANCIAL LLC

COPLANNING FINANCIAL LLC of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 315970
- Type: SEC-registered investment adviser
- Location: 7300 WEST 110TH STREET, OVERLAND PARK, KS, 66210
- Phone: (636) 888-0861
- Latest filing: 2026-03-25
- Regulatory AUM: $8.5M
- Discretionary AUM: $8.5M
- Clients: 1
- Accounts: 68

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315970/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315970/similar
- Related entities: https://search.stillhousedata.com/firm/315970/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315970

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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.